MONEY MANAGEMENT
Financial planning
Australian Planners Financial Services (APFS) will turn over $55 million this financial year through its nationwide network of 200 advisers in 90 member firms....
Financial planning
After a hard year of bringing the news to our readers its time for the team at Money Management to take a break. As such this is the last day that Money Management’s onli...
Financial planning
Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....
Financial planning
The deal between van Eyk Research and William M Mercer is off....
Rate the raters
<i>Money Management</i><i>’</i><i>s</i> Rating the Raters survey has brought to the surface a number of grievances and added a missing element in the debate on the value ...
Financial planning
The Financial Planning Association has partially reversed its decision requiring planners who receive training with other education providers to sit a challenge test, as ...
Financial planning
The Westpac Banking Corporation is believed to be preparing to launch a new financial planning dealer group that will be staffed exclusively by independent financial advi...
Funds management
Not all hedge fund managers are created equal, and investors need to be cautious about who they give their money to, according to GAM Multi Manager chief investment direc...
Financial planning
Morningstar Inc, the Chicago based parent of Morningstar Research, has confirmed that it will not be pursuing legal action against the Frank Russell Company over a report...
Financial planning
The official unveiling of Compound Investments at this year’s Financial Planning Association (FPA)annual convention will be one of the industry’s lesser guarded secrets....
Financial planning
Amid intense industry speculation on his future with Morningstar, chief executive and publisher Graham Rich has confirmed his immediate future with the research house....
Financial planning
Paul Keating, Graham Morgan and Steven van Eyk have been named as some of the most influential people in financial services according to their industry peers....
Financial planning
IOOF has indicated that it would tackle the issue of demutualisation, if its members should vote in favour of the proposal in April or May next year....
Financial planning
The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...
Financial planning
Rainmaker, Collins forge research partnership...
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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...