MONEY MANAGEMENT
Financial planning
Industry superannuation funds figurehead Gary Weaven has used superannuation fund performance data to take a swipe at the FPA’s recently launched Value of Advice Campaign...
Funds management
By any measure, it has been a successful 2004 for boutique fund manager St Helens Capital....
Funds management
In the dark days of 2001-2002, when investment markets were in the doldrums, a dismal performance by the big institutional funds left a lot of planners and investors look...
Financial planning
A group of the Federal Government’s own backbenchers is urging it to cut taxes on superannuation, with some calling for even more radical changes, such as allowing younge...
Financial planning
IOOF has revamped the structure of its financial planning group Winchcombe Carson in an effort to be more competitive in the advisory market....
Financial planning
More than 75 per cent of the revenue and profits of the total Berkley Group will join the merger with Centrestone Wealth Advisers, despite over half of the group’s advise...
Policy & Regulation
The payroll tax threat against financial planning dealer groups appears over for good, after the NSW Government decided against appealing the verdict of its high stakes c...
Financial planning
Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...
Financial planning
As part of a revamped strategy for the Commonwealth Bank-owned dealer group, Financial Wisdom has restructured its executive team and rolled out a range of new initiative...
Financial planning
After only a month in operation, Platinum Group Financial Services has confirmed 34 authorised representatives have already joined its ranks and are operating within the ...
Financial planning
Maple-Brown Abbot has been replaced by MIR Investment Management as part of a suite of substantial mandate changes to Advance Asset Management’s billion dollar multi-blen...
Financial planning
Coin Software has put the official seal on the long anticipated deal to roll out its desktop financial planning tools to the Commonwealth Bank’s 3,000 plus adviser networ...
Financial planning
The corporate regulator’s 12-page example SOA has been welcomed by the FPA, but criticised by the Federal Opposition for still being too long....
Financial planning
A “taken aback” chief executive of the Financial Planning Association, Kerrie Kelly, has demanded the chair of the Australian Securities and Investments Commission take a...
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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...