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...

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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...

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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...

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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...

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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...

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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...

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Financial planning

Matrix Planning Solutions strongly denies report it is looking for a buyer ahead of FOFA changes....

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Superannuation

Financial planners have been told they can use rapid advice technology to combat the efforts of industry funds....

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Financial planning

Global institutional investment consultant Mercer is looking to increase its competitive presence in the Australian retail research market by leveraging its institutional...

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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...

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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

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 1 day ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 2 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 2 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

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