MONEY MANAGEMENT
Financial planning
The Chief Ombudsman has sought to refute claims that FOS is unaccountable and in urgent need of review....
Financial planning
Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...
Financial planning
Overall planner numbers have fallen for the fourth consecutive year with the non-institutionally owned sector losing more than 10 per cent in 12 months...
Financial planning
Premium Wealth Management has confirmed its shareholders are considering an approach from Australian Unity....
Financial planning
Perpetual Private Clients has the most valuable planners according to data collected as part of the upcoming Money Management Top 100 Dealer Group survey....
Policy & Regulation
The Association of Financial Advisers has thanked the Palmer United Party “for its proactive action” in voting down a move to disallow the Government’s FOFA reforms....
Policy & Regulation
Senior Treasury officials deny the Treasury has endorsed ISA-sponsored Rice Warner research on FOFA implications....
Policy & Regulation
The FPA has urged the calling of a national summit to resolve the issues raised in the 61 recommendations of the Senate Committee report....
Financial planning
Merging banking and financial services recruiters, Profusion Group and Primary Asset Consulting (PAC) will ensure businesses within the sector have access to essential da...
Policy & Regulation
Industry lobbyists are giving the Federal Government’s decision to plough ahead with the implementation of some elements of the Future of Financial Advice reforms a mixed...
Financial planning
ASIC has permanently banned Southport-based former financial adviser, Grant Patrick Thompson, from providing financial services....
Financial planning
CommFP counters claims by ASIC that it was not informed of key elements of client compensation arrangements...
Financial planning
One of Fidante Partners’ boutique fund managers is set to disband after more than eight years in the market, Money Management understands. ...
Funds management
Paying equal attention to the four major asset classes has been a winning strategy for the AQR Managed Futures Fund. ...
Financial planning
AMP's first wave of 46 job losses appears to be just the start of staged plans to substantially reduce staffing numbers across the business, the Finance Sector Union (FSU...
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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...