MONEY MANAGEMENT
Financial planning
For the first time in its 21-year history, a woman has been awarded the Money Management Financial Planner of the Year (FPOY) title, with Anne Graham being announced the ...
Financial planning
Dealer groups are removing investment products en masse from their approved product lists in reaction to the performance of certain asset classes during the global financ...
Editorial
If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...
Superannuation
Platforms have emerged as the major beneficiaries of the growth in self-managed superannuation funds (SMSFs), according to data collected by specialist superannuation cle...
Financial planning
Many financial planning firm owners could be forced to pay large amounts of extra income tax if the ATO goes ahead with proposed changes to the treatment of certain tax s...
Financial planning
Dealer groups are preparing for changes in the financial services industry by looking to platform and fund ownership as a way to take planner and licensee remuneration in...
People & Products
Former Wilson HTM head of private wealth management Tony McCarthy has been appointed director of the newly-opened Brisbane office of Elston Partners....
Financial planning
Professional Investment Services (PIS) is considering placing a cap on the commissions its advisers can receive for recommending investment products....
Financial planning
Managing director Greg Kirk has accused rival dealer groups of deliberately trying to destabilise Genesys in order to attract advisers....
Financial planning
AMP is on course for compliance with IFSA's super charter from its July 1 members' deadline next year, according to financial services managing director Craig Meller...
Financial planning
Despite dealer groups developing their own software, major software companies control over half the market....
Financial planning
Share markets will not sustain recent gains and will fall to pre-2003 levels....
Financial planning
The ANZ Banking Group has found itself being lobbied by ING Australia dealer groups to maintain non-bank branding following ANZ's acquisition of the ING businesses....
Financial planning
Some fund managers have expressed concerns that new requirements for product providers are going to make it harder for boutiques to get their products on to an investment...
Financial planning
Changes at NAB Financial Planner Banking see appointment of new national manager....
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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...