MONEY MANAGEMENT
Financial planning
Australian ratings agency, RepuTex, has become the first organisation to offer a benchmark for assessing the risks and corporate social responsibility of companies locate...
Financial planning
In a move designed to help clarify some of the confusion surrounding the provision of general and personal advice regarding corporate superannuation, the Australian Secur...
Financial planning
The corporate regulator has announced a crack down on super advisers who recommend employers take employee funds out of corporate super and place them into commercial mas...
Financial planning
Industry groups have responded favourably to their possible involvement in the formulation of four additional example statements of advice ASIC intends to release in the ...
Financial planning
AMP advisers will charge negotiable upfront fees of $200 to $700 for the ‘TurningPoint experience’, while the price for AdvicePlus Solutions will be agreed with the clien...
Financial planning
Abstract Long...
People & Products
Guardian Financial Planning managing director Paul Forbes has been hired by Professional Investment Services, with a brief to drive the growth of its Australian operation...
Financial planning
A cultural mismatch has prompted Challenger Financial Services to sell-off its lower cost, lower service dealer group Synergy Advisory Services to ING, according to Genes...
Financial planning
The estimated $140 billion that will go into the Federal Government’s Future Fund over the next 15 years may not be managed by external fund managers, but controlled inte...
Financial planning
Things are looking up for financial advisers, with fewer reporting difficulties finding new clients, less fee pressure than expected being experienced in the wake of incr...
Financial planning
The Australian Securities and Investments Commission’s (ASIC’s) Sharmon Grant became the most vilified individual in financial services after her ill-timed and ill-inform...
Financial planning
Australians can boast that they have a funds management industry renowned the world over for its innovation. But not very often does a successful local fund manager come ...
Financial planning
There can scarcely be a financial planner in Australia who would begrudge Parliamentary Secretary to the Treasurer Chris Pearce his inclusion on Money Management’s list o...
Financial planning
Creating another four example statements of advice, including one with a “real fair dinkum super switch”, will be among the corporate regulator’s chief tasks in the year ...
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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...