MONEY MANAGEMENT

Financial planning

Storm Financial and its former offshoot, Victorian Families Retirement and Investment Group, will meet in court in Brisbane today in what is believed to be the formal end...

Funds management

More than 50 per cent of the Australian equities team from Credit Suisse Asset Management will not be gaining positions with Aberdeen Asset Management in Australia. ...

Financial planning

How does your portfolio construction compare to peers? Money Management invites you to participate in a PortfolioConstruction Intentions Monitor....

Editorial

It was only a matter of time before one of the major banking groups opted to cut planner numbers. ...

People & Products

Long serving senior executive Grant Salmon is departing the company after nearly nine years....

Financial planning

Financial Planning Services Australia advisers have been emotionally battered by the ongoing market downturn, chief executive Mark Ryan has acknowledged....

Financial planning

Storm's Geelong-based offshoot – Victorian Families – has been placed in provisional liquidation by the group’s administrators. But there are concerns its former clients,...

Financial planning

One of the financial planning offshoots of Storm Financial, Victorian Families, may soon be placed in liquidation, while there are concerns there may be claims made again...

Financial planning

Industry Funds Financial Planning considered bidding for part of Storm Financial’s remaining client book through Kenyon Prendeville, but eventually decided not to p...

Financial planning

The Henry Tax Review, the 2009-10 Budget, industry sentiment, planner remuneration and regulation are all contentious issues that will be up for discussion at Money Manag...

Funds management

Upwards of 25 per cent of hedge funds have suspended redemptions, imposed gate provisions or implemented side-pockets....

Financial planning

Newspaper reports suggest the Commonwealth Bank is seeking to head off prolonged litigation with Storm Financial clients by negotiating private settlements. The move foll...

Financial planning

Aviva freezes staff numbers and salaries but is hoping to avoid redundancies based on the continuing strength of its risk business....

Financial planning

Evidence of a flight to security....

Financial planning

An increasing number of financial planning clients are leaving boutiques for the security of the bank financial planning model, according to Commonwealth Financial Planni...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
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