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Financial planning
In its push for greater professionalism among its members, the Mortgage and Finance Association of Australia has ceased the membership of 1,500 brokers who failed to meet...
Financial planning
Eight practices join the Titanium dealer group, bringing its total to 33....
Editorial
Reverse mortgage products are attracting a new breed of strategic senior borrowers who are proving the industry’s naysayers wrong, argues MARTIN LYNCH....
Financial planning
BENJAMIN LEVY reports on the growing use of reverse mortgages to shore up diminishing client wealth....
Financial planning
Considering that the baby boomer generation will retire within the next 10 years and their superannuation investments have plunged, they may have no choice but to turn to...
Superannuation
Money Management's round table at the Investment and Financial Services Association conference also considered the future of Australia's Superannuation Guarantee. ...
People & Products
Professional Investment Services has appointed the final member of its new-look management team, with Kelly Wyman joining as group general manager, services....
Funds management
Samuel David Saunders of Orange in New South Wales, a former director of several companies, has pleaded guilty to three counts of obtaining money by false or misleading s...
Editorial
In the final part of their series on the risks of margin lending, PAUL RESNIK and PETER WORCESTER conclude that planners need to stress test a client’s portfolio in order...
Financial planning
MCCA Asset Management has launched a shariah-compliant retail managed investment mortgage fund, with clients able to invest as little as $500. The fund is believed to be ...
Financial planning
The financial services industry is faced with a considerable unknown regarding the future of the bank deposit guarantee, according to IFSA deputy chief John O'Shaughnessy...
Financial planning
A significant fall in funds under management and income in Challenger Financial's funds management business, as well as investment losses in its life business, has contri...
Financial planning
Banned from providing financial services for six years on matters relating to the operation of a private mortgage investment business....
Financial planning
Acquisitive NAB picks up Challenger mortgage management business in a transaction valued at $385 million....
Financial planning
Acquisition includes PLAN, Choice and FAST as well as multi-brand white label capability for $385 million....
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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...