disclosure

Financial planning

Move over fees, marketing is the new differentiator

With the expectation that master trust fees will come down at some point in the future, master trust providers are turning their attention to marketing campaigns as a way...

Financial planning

Carving up the remuneration pie

While master trusts and wraps make administration easier, they have also added another level of fees. JASON SPITS examines who gets what in the platform fee carve up....

Financial planning

Extracting real value from badging

The flip side of administration platform fees is the value that master trusts can help generate for a financial planning business. Tynan Mackenzie chief executive officer...

Financial planning

ACA slams lack of planner independence

The chief executive of the Australian Consumer Association (ACA) Lousie Sylvan has criticised the financial planning industry for low levels of disclosure and for the fal...

Financial planning

ASIC freezes timber prospectus

The Australian Securities and Investments Commission (ASIC) has placed an interim stop order on the Timber Australia Project’s prospectus of April 19....

Funds management

Macquarie to list its first US property fund

Macquarie Bank has struck a joint venture agreement with ProLogis, a North American commercial property company, to roll out its first listed US property trust on the Aus...

Financial planning

Are we succeeding for ourselves or for consumers?

A Measuring success in this industry depends on your starting point. But, as TOM COLLINS writes, how often does the industry define success in terms of the benefits it ha...

Funds management

UK fund managers face fee disclosure code

A new disclosure code to be introduced in the UK will revolutionise the level of transparency over the fees UK fund managers charge their pension fund clients....

Financial planning

Former Pegasus director struck off for 30 years

A former director of the Pegasus Leveraged Options Group, Craig John McKim, has been banned from being involved in the management of a company for 30 years....

Financial planning

Regulation around the world follows our lead

Regulation of financial planning industries around the world is getting tougher, a reaction to both past mistakes and the opportunity to lift standards in the future. FIO...

Financial planning

ASIC to pursue regulatory crackdown on solicitors schemes

The Australian Securities and Investments Commission (ASIC) has released the final report of its investigation into solicitors mortgage schemes, calling for a beefed up r...

Editorial

What’s the next step for the local ETF market?

Ever since exchange traded funds (ETFs) arrived in Australia in late 2000, there has been a flurry of interest by both product providers and investors. MARTIN GOLD and PA...

Financial planning

Before the fall comes pride

The link between advice and implementation should be broken, according to TOM COLLINS, and this means a re-examination of the thorny issues of commissions and disclosure....

Financial planning

NZ urged to change adviser laws

The Securities Commission has recommended that the New Zealand government should make significant changes to laws governing investment advisers....

Financial planning

Departures highlight need for exit plans

THE RECENT departure of Greg Perry from Colonial highlights the critical role of key people in an organisation. Perry has stated many times in the past that he is ably su...