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Financial planning
After the introduction of the FOFA changes, financial advisers will need to use their soft skills to articulate the value of their advice. Chris Kennedy reports....
Editorial
As many traditional multi-asset funds disappointed during the GFC, recent times have seen many managers diversify. Deanne Fuller examines the sector....
Editorial
BT emerged from 2011 relatively unscathed in what was a poor year for retail managed funds providers....
Superannuation
Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....
People & Products
Former PIS managing director Robbie Bennetts has recruited a number of long-term senior PIS staffers to join his new Gold Coast based start-up, Robbie Bennetts Enterprise...
Financial planning
AMP is looking to increase the number of Horizons Academy recruitments, with at least five intakes planned for 2012....
Financial planning
Mental accounting can help financial planners harmonise their client’s money by acting as their financial conductors, writes Barry Wyatt....
Financial planning
The Futuro Financial Services brand may survive under the ownership of AMP, despite the plan to have its financial planners licensed under Charter Financial Planning....
Financial planning
Allianz Australia has launched a new specialist marine underwriting agency, Allianz Marine & Transit....
Funds management
Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....
Life/Risk
Individual disability business increased 13.6 per cent to $408 million in 2011, while individual lump sum risk business climbed 10.5 per cent to $1.11 billion, according ...
Financial planning
AMP has invested in Futuro Financial Services, taking an initial 10 per cent minority stake with a plan to take full ownership of the business in five years....
Financial planning
Premium China Funds Management has withdrawn its funds from S&P's ratings services in response to S&P's impending withdrawal from Australian funds research....
Financial planning
Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...
Financial planning
Macquarie Group has withdrawn its Professional Series from Standard & Poor's 2012 Global Equity Review, as a consequence of the research house closing its Australian reta...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...