MONEY MANAGEMENT
Financial planning
Legislation is required to ensure consumers can distinguish between planners providing 'independent strategy-driven advice' and those providing 'product sales-driven advi...
Funds management
Macquarie Equities has taken top honours in the 2009 Money Management/CoreData Dealer Group of the Year awards, while Commonwealth Financial Planning has been named the l...
Editorial
WHEN Money Management recently reported that recruitment agencies were advertising non-existent roles, it raised a broader issue of what constitutes acceptable and ethica...
Financial planning
Low-cost advice is a good thing, writes JO-ANNE BLOCH, but some aspects of the new intra-fund advice rules just don’t make sense from a policy, enforcement or delivery p...
Financial planning
If the past 12 months have reinforced anything, it's that the 'twin' of portfolio return - portfolio risk - can never be ignored....
Financial planning
Financial planners should be able to access the same class relief as superannuation trustees when providing limited, infra-fund advice, according to the chief executive o...
Financial planning
In an environment where financial planners are under increasing pressure to justify to clients their fees and commissions, the pricing model employed by Commonwealth Fina...
Editorial
Many investors have seen their core beliefs turned upside down in the past year. Rob Arnott of Research Affiliates discusses at this year's Portfolio Construction Confere...
Financial planning
Small financial planning practices are struggling with the complex requirements and costs of running their businesses....
Financial planning
At this year’s PortfolioConstruction Conference (August 26-27, 2009), PIMCO’s Bill Gross will discuss why the “new normal” in asset markets will be dominated by three key...
Financial planning
This year's PortfolioConstruction Conference (August 26-27, 2009) sees the Hon. Dr Pippa Malmgren return to discuss asset allocation in the new reality including preserva...
Financial planning
Dr Peter Rathjens, chief investment officer with US-based Arrowstreet Capital, will review the conceptual underpinnings of active asset management at this year's Portfoli...
Financial planning
If the financial planning industry is to be placed under the media microscope, those controlling the focus should be obliged to declare their interests. There is nothing ...
Financial planning
Judge says matter should be resolved quickly to avoid leaving shareholders in limbo....
Financial planning
The Australian Securities and Investments Commission has issued class order relief that will allow super fund members to receive advice from their fund....
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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...