Despite the satisfaction with platforms reaching a nine-year high, a new survey suggests 40 per cent of financial planners would happily switch providers for lower fees....
Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...
In the "noise" around how many Count practices have transitioned over to BT groups and under what arrangements, the reasons practices switch licensees seem to have been l...
Consensus is building in the wider financial services industry that platforms and asset managers should shoulder the burden of lower financial advice fees being demanded ...
The majority of Australian REIT managers outperformed the index over the past 12 months, although performance suffered as a result of global uncertainty, according to Zen...
The industry is still waiting on an announcement from the Government following the decision to remove the accountants' exemption on providing advice on SMSFs as part of F...
In the current investment climate, alternative investments can provide valuable diversification. So why are investors still not jumping on the bandwagon? Freya Purnell re...
The apparent eruption of a financial planning distribution turf war in the immediate aftermath of the acquisition of Count Financial by the Commonwealth Bank has led to w...
When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...
It's been a tough 12 months for fund managers with investor sentiment persistently negative and Australian shares among the worst-performing. Unfortunately, things might ...
'Boring is the new black' for A-REIT fund managers as they look to recover from a contraction in the sector in calendar year 2011, according to Standard & Poor's Fund Ser...
Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....
TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...
Schroder Investment Management will keep wearing its crown for at least another year after the company took out the Money Management/Lonsec Fund Manager of the Year title...
BT Investment Management has leveraged the input of more than 30 investment analysts to take out the ethical/socially responsible investment category in this year’s Money...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...