Caroline Munro

Caroline Munro

News by this author

12 October 2011

The financial planning industry is in a state of flux - although arguably, regional planners have it a bit tougher in some areas, such as succession planning, financing a...

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29 September 2011

Industry experts suggest that the financial planning industry is experiencing an era of change no less significant than the 2001 financial services reform. While this pre...

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3 August 2011

The writing is on the wall that more responsibility will fall on individuals to fund their own retirement. The need for better post-retirement solutions to deal with long...

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Means testing for super members over 50 would be a failure on behalf of the Federal Government to address two of its three main policy objectives (lower revenue costs, si...

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The reverse mortgage market is returning to 2008 levels, but financial planners are missing in action, according to Senior Australians Equity Release Association (SEQUAL)...

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Investors should maintain an overweight position in global equity markets relative to overvalued bonds, according to Mercer....

Tyndall Investments has set up an enterprise risk, compliance and legal team following its acquisition by Nikko Asset Management....

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Russell Investments has improved on transparency around its transition management data to enable investors and super funds to compare their transition history with other ...

A clear separation of the responsible entity (RE) from the fund manager and product promoter will increase investor protection significantly, according to Equity Trustees...

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Mercer's Global Manager Search Trends 2011 has revealed a renewed interest in emerging markets and alternative assets, as institutional investors seek greater diversifica...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

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Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

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How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

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AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

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The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

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