A recent study has found that financial advisers are less aware of their Y2K than they ought to be. John Desmond outlines the findings of the survey and the impact of the...

An administration product, in isolation, offers a very narrow service to clients. ...

ParaPlanning Professionals, which claims to have pioneered the concept of contract paraplanning in Australia, has opened an office in New South Wales....

Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...

In previous Money Management columns, readers have been alerted to one of IFSA's major projects - the development of an industry code of ethics and associated practice st...

Superannuation group SMF Funds Management has taken over management of the $45 million NSW funds management arm of chartered accountants Pannell Kerr Forster (PKF)....

Merrill Lynch has made its much-anticipated first move into distribu-tion by recruiting financial planners as part of a plan to reposition itself as a total financial sol...

Thousands of small DIY superannuation funds could be hit with capital gains tax (CGT) when they are forced to restructure to comply with proposed laws....

A new financial planning firm has bucked the industry trend, with its planners leaving a major corporation's ranks to set up shop on their own....

Up to 5000 existing DIY funds may have to change their structure if they continue with a single trustee who is also the fund’s single member....

Two events of the past month have the potential to turn the retail financial services market on its head. Tom Collins examines the possibilities opened up by the sale of ...

Rules regarding membership, compliance and administration of self-managed superannuation funds (SMFs) are well on the way to being clarified....

If the burgeoning sector evolving around employing and outsourcing paraplanners is to be believed, there’s a gold rush going on. “Good people” are talked of in hushed ton...

Everyone knows what a lemming is. They’re small, cute, rodent-like creatures who live far up north in very cold climates. Every few years or so, they run like mad at a cl...