Mark Thomas

News by this author

10 July 2014

Superannuation funds must change their asset allocation to accommodate the evolving income and liquidity requirements of members, Mark Thomas writes....

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Mark Thomas argues that financial planners must convince their spooked clients that index management and term deposits are the wrong strategy....

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28 March 2010

Fees versus commissions is an important debate for the financial planning industry, but having independent research in the first place will take much of the sting out of ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month 1 week ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 1 week ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 2 weeks ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

3 weeks 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 weeks 4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

2 weeks 3 days ago