MONEY MANAGEMENT

Financial planning

Merry Christmas, we'll be back online in January. The team at Money Management wishes all our readers a Merry Christmas and a safe and prosperous New Year....

Life/Risk

The cross-selling of insurance and other products by the major banks may become an issue as the Government moves towards the so-called "auto-consolidation" of multiple su...

Financial planning

A financial adviser has raised concerns about some of the marketing strategies used by banks to sell life insurance, which could have a negative financial impact on risk ...

Financial planning

Total Financial Solutions plans further growth through the addition of quality boutiques, and is prepared to take an equity stake in suitable businesses....

Superannuation

Only some Government concessions around default fund grandfathering may alleviate challenge confronting corporate funds and master trusts....

Financial planning

Countplus subsidiary Total Financial Solutions has added six advice firms to its network, saying market pressure and regulatory changes have helped attract new businesses...

Accounting

Members could inflict pain on accounting groups which seek to promulgate APES 230....

Editorial

A recent court ruling is a timely reminder that investment ratings houses are not perfect, writes Mike Taylor. ...

Financial planning

This year's Financial Planner of the Year awards saw a list of diverse yet high-calibre financial planning professionals enter the finals....

Financial planning

He may be young, but he's got what it takes. William Johns is the runner-up of this year's Financial Planner of the Year award....

Financial planning

There will be no immediate change for advisers and clients of the Tynan Mackenzie group which will soon be integrated under the ipac brand, AMP has announced....

Financial planning

AFA chief executive Richard Klipin to depart to take up role with ANZ Wealth....

Financial planning

Synchron director Don Trapnell has called the FSC's proposed adviser remuneration model anti-competitive....

Editorial

The Australian Securities and Investments Commission (ASIC) last week released its consultation paper Future of Financial Advice: Approval of codes of conduct for exempti...

Editorial

Mike Taylor writes that codes of conduct are only effective when those who sign up genuinely appreciate the consequences that follow a breach....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 2 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

4 days 19 hours ago
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