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Editorial
Simple portfolios may make investors feel good but may well fail to deliver or meet expectations, writes Dominic McCormick....
Editorial
Financial planning companies and individual planners have been the subject of severe adverse findings by Financial Ombudsman Service panelists. ...
Financial planning
The failure of South Australia dealer group Financial Planning & Life (FP&L) has cast doubt on the viability of the fixed fee, low-cost dealer group model, according to s...
Editorial
Industry commentators are predicting many Australian managed share funds will not be able to make either quarterly or half-year distributions to investors this year due t...
Life/Risk
ASIC has acted to tighten up on the direct marketing of insurance products, warning a marketing services company that its telephone sales risked misleading consumers....
Financial planning
Dixon Advisory has won control of the board of listed investment company van Eyk Three Pillars at an extraordinary general meeting today....
Financial planning
A trend away from the low-cost dealer group model has emerged among financial planners, according to Radar Results....
Financial planning
Financial planners have not been spooked by the reportage and speculation flowing from the Ripoll inquiry, but many are acknowledging that it has impacted the valuations ...
Financial planning
Employees turning off aspects of corporate super plan could steal services without anyone knowing....
Financial planning
Some banks that provide loans to financial planning businesses are beginning to question the value of financial advice firms that drive business off superannuation invest...
Financial planning
As the Ripoll Inquiry probes deeper into some of the failures in the financial planning industry, the Association of Financial Advisers has urged greater planner focus on...
Financial planning
The AIOFP has put out tenders to eight platform providers to provide four white label platforms in an effort to ultimately lower the cost of fee-for-service to its member...
Financial planning
The 21st Money Management Financial Planner of the Year award is underway, with entries being accepted until Monday, September 28, 2009. The winner will be jetting off to...
Financial planning
Advisers must overcome their clients' emotionally-driven approach to investment risk....
Financial planning
A consortium of Timbercorp investors is running out of time to find a partner capable of helping them buy the company's almond orchards....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...