THE Merrill Lynch Investment Management group commands more loyalty from its customers than all other fund managers, even though it accounts for less than one per cent of...

FINANCIAL Planners could be forced to show in Product Disclosure Statements (PDSs) all the fees and commissions they receive from selling funds management products under ...

NEXT Financial will become the first non-institutional group in Australia to roll out individually managed accounts (IMAs) and the second to offer them to financial plann...

Financial planners have more influence over investors than lawyers or bankers when making investment decisions, an Assirt survey of investors has found....

CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...

AMP financial planners have reacted positively to the appointment of Andrew Mohl as the permanent chief executive of the financial services giant....

MELBOURNE-based Kevin Bailey has been rated Australia’s top financial adviser under a new system of ranking planners released by the Adviser Ratings group this week....

THE BIGGEST risk facing most financial planners is complacency; the unjustified confidence that growth will continue unabated, that their business is virtually fireproof....

IN THE weeks since Westpac announced the purchase of BT, alongside that of Sagitta, speculation has been rife about who will stay, what jobs they will hold and who will l...

From its birth only three years ago, Matrix Financial Group has established a successful network of financial advisers. BARBARA MESSER reports....

Fifteen years is a long time to be doing the same thing but in August this year Money Management entered into its 15th year of providing consistent and regular coverage o...

My first assignment as a journo on Money Management in 1997 was to cover the launch of BT’s wrap platform. At the time, the industry hadn’t heard of wrap. Which was just ...

LOOKING back a decade to when I was editing Money Management, I am struck by the similarities with stories running today....

The Financial Planning Association (FPA) has called on the Government to offer incentives and assistance to financial planners in transitioning their businesses over into...