MONEY MANAGEMENT
Financial planning
Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...
Rate the raters
Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s winner, Morningstar, writes Nicholas O’Donoghue. ...
Editorial
Mike Taylor writes that industry fund members represent a large and largely untapped client base for financial planners to which the FPA has rightly sought to provide acc...
Financial planning
Strong performances across a range of categories has seen Mercer’s standing among financial planning dealer groups rise, the second part of Money Management’s Rate the Ra...
Financial planning
Leading the way after the first part of the Money Management Rate the Raters survey, Lonsec's place as the number one research house was put under pressure when the deale...
Financial planning
Money Management unveils the finalists of its second annual Women in Financial Services awards. ...
Funds management
Environmental action groups are increasing their efforts to encourage institutional investors to commit to green investments, Responsible Investment Association of Austra...
Life/Risk
Col Fullagar explores the seldom-mentioned stressors associated with the claims process and their potential fallout....
Life/Risk
Some major insurers have been guilty of subjecting policy-holders to undue stress at claims time, according to Money Management columnist, Col Fullagar....
Funds management
Government policies need to change to enable investors to move away from companies with a high exposure to fossil fuels, a responsible investment leader believes....
Financial planning
Ray White’s move into financial advice has sparked concerns that real estate’s commission-heavy structure could be at odds with the planning arena’s aspired professional ...
Superannuation
Legislation is needed to deal with “horrific” rorting of industry super funds, former NSW Treasurer, Michael Costa believes....
Superannuation
Concerns are being raised over alleged rorting of industry superannuation funds, following comments attributed to former NSW Treasurer, Michael Costa....
Financial planning
Platforms should report adviser fraud to licensees despite not being required under law to do so....
Financial planning
ASIC has requested members of the financial services sector to report suspected breaches and inappropriate behaviour....
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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...