MONEY MANAGEMENT
Financial planning
The expectation of a change in Government and consequent changes to the Future of Financial Advice (FOFA) legislation has created serious uncertainty and prompted at leas...
Policy & Regulation
A Money Management roundtable reveals consensus around rising cost of FOFA and the influence of Industry Super Network....
Financial planning
Matrix Financial Planning is seeking expressions of interest to sell 100 per cent of the business to an external investor....
Financial planning
The mood of financial advisers has slid back to levels not seen since the height of the global financial crisis amid ongoing market volatility and concerns about the Gove...
Editorial
If the Government had cared to undertake a full regulatory impact analysis of its new legislation it might have quickly concluded that, in many respects, it was turning b...
Superannuation
The Financial Ombudsman Service will be effectively operating in the dark once the FOFA reforms are introduced, according to Argyle Lawyers principal Peter Bobbin. The cl...
Financial planning
Key differences between group and retail risk insurance arrangements make it imperative that financial planners sell not only the value of their initial advice but the im...
Policy & Regulation
The Industry Super Network has welcomed the second tranche of FOFA and offered help to Govt on developing the fine detail....
Financial planning
Responsible investment has attracted increasing interest from financial planners and this interest is set to increase with the commitment of the Government to the introdu...
Editorial
Despite some media reports to the contrary, Mike Taylor writes that the top 20 licensees in the financial planning industry emerged in reasonable shape from ASIC’s review...
Financial planning
Money Management's recent Rate the Raters survey found while most ratings houses were well regarded by dealer groups there were some mixed views on the varying business m...
Financial planning
The takeover of ING Investment Management (INGIM) Australia by UBS Global Asset Management will come into effect on 4 October, and will see a number of the INGIM staff lo...
Financial planning
Within days of the Government's expected release of its Stronger Super proposals it has been warned it risks creating an industry fund monopoly....
Financial planning
Due to an error in the manner data was supplied for the tabulation of Money Management's Top 100 Dealer Groups tables published in our edition of 28 July 2011, a correcte...
Superannuation
Core elements of the financial planning industry are calling for greater regulatory scrutiny of the contractual arrangements underpinning the multimillion dollar group in...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...