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DEALER GROUPS
Financial planning
Financial planning dealer groups and others using leading research house Lonsec have signalled they will be taking a 'wait and see' approach to the company, following its...
Rate the raters
The financial relationships between fund managers and research houses escaped scrutiny in the most recent round of regulatory reforms. But that may not be the case for lo...
Editorial
Money Management's Top 100 Dealer Groups survey reveals research house Lonsec has surged ahead of its competitors over the past year, taking the long-held industry-leadin...
Funds management
Some of the more complex exchange-traded fund (ETF) structures starting to emerge in Australia are not as risky as the headlines might have us believe, according to Morni...
Policy & Regulation
Platforms should not wait to see what changes are introduced under the Government's Future of Financial Advice reforms, but rather should try and stay ahead of market nee...
Financial planning
The Financial Planning Association (FPA) has indicated it will open discussions with Treasury about whether some platforms should be regarded as pure administration tools...
Superannuation
Dealer groups that want to increase their advisers' knowledge of self-managed superannuation funds (SMSFs) can now access a streamlined SMSF association membership and ac...
Superannuation
A trial arrangement between industry fund giant AustralianSuper and several financial planning dealer groups could lead to questions about the way advice services are str...
Financial planning
As the needs of dealer groups and financial planners change in the wake of the evolving Future of Financial Advice (FOFA) reforms, platform enhancements will play a signi...
Financial planning
Matrix Planning Solutions strongly denies report it is looking for a buyer ahead of FOFA changes....
Superannuation
Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....
Financial planning
Global institutional investment consultant Mercer is looking to increase its competitive presence in the Australian retail research market by leveraging its institutional...
Financial planning
Money Management recently hosted a roundtable about the effects of the Government’s proposed Future of Financial Advice reforms. The key concern of those present wa...
People & Products
BlackRock has announced several appointments aimed at strengthening its relationship building with retail clients and research gatekeepers....
Financial planning
Dealer groups are increasingly tightening down their Approved Product Lists (APLs) and creating their so-called 'best picks', according to AMP Capital Investors head of r...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....