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Financial planning
After a sizeable dip in FUM in 2011, the total platform market ended the year to 31 March 2012 almost unchanged....
People & Products
In an effort to drive its growth strategy, Guardian Advice has expanded its senior managerial team with the appointments of John Gray, Patrick Casey and Richard Johnson....
Financial planning
After decades being called the Officers' Superannuation Fund, the Commonwealth Bank's corporate superannuation scheme has rebranded to Commonwealth Bank Group Super....
Financial planning
Dissatisfaction among the big four bank's business customers has continued in May after dropping for the first time since July 2011, according to Roy Morgan Research....
Financial planning
The extent of the current dealer group turf war has been revealed by new Wealth Insights research revealing around 44 per cent of the financial planners surveyed had been...
Editorial
Is any sensible financial planning principal capable of resisting the offer of up to $1 million to change dealer groups and/or corporate allegiance?...
Editorial
As a number of dealer group heads have found themselves out of a job, Mike Taylor writes that it is symptomatic of the impending death of the traditional financial planni...
Financial planning
The Commonwealth Bank's share trading arm, CommSec, has been penalised to the tune of $35,000 for alleged trading infringements....
Financial planning
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...
Financial planning
The lowering of concessional contributions caps and decrease in the official cash rate have added to the appeal of protected loans as an end of financial year strategy, a...
Funds management
Improved investment markets and performance saw FirstChoice and Custom Solutions platforms grow their funds under administration in the first quarter of 2012, Commonwealt...
Financial planning
Major Australian banks are not aggressively promoting their presence on Facebook and could be missing out on marketing opportunities, according to a report released by On...
Financial planning
Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....
Financial planning
Financial services industry stalwart and founder of Count Financial, Barry Lambert, was this year's recipient of the Lifetime Achievement award at the Money Management/Lo...
Funds management
The founder of Count Financial, Barry Lambert, has been awarded Money Management’s Lifetime Achievement Award for 2012....
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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...