MONEY MANAGEMENT

Financial planning

While reading the recent January 20 Money Management article (‘Look before you leap into a co-op’) by Phillips Fox solicitor partner Martin Jamieson, I bristled a little ...

Financial planning

Having tied up two acquisitions alone last week, Investorweb is on a buying and hiring spree. Its interim results are above budget and its share price has soared since li...

Financial planning

Ray Greenshield’s departure from the top job at AMP Financial Services has forced the Investment and Financial Services Association (IFSA) to reshuffle its board....

Financial planning

Fledgling Internet company Intracorp has beaten out several bidders to buy finan-cial planning research and training group IntegraTec....

Financial planning

Count Wealth Accountants’ decision to delay its listing until November is not a backward step, according to its current owners....

Policy & Regulation

Financial planners are in the midst of a tax revolution. The revolution means that a tax-effective structure or strategy used by a financial planner or accountant six mon...

Financial planning

Industry pundits believe that planning groups and fund managers could be set for a tough year in 2000, following 1999 buying revelry. Samantha Walker investigates just wh...

Financial planning

Writs were served on the three proposed Consolidated Financial Services (CFS) directors just before Christmas, claiming unlimited damages over a number of issues...

Financial planning

Professional Investment Services (PIS) is quickly establishing itself as the dealer group to watch in the coming year with two corporate plays in the past fortnight pushi...

Financial planning

Until today, there has been no in-depth research published on the state of play in the financial business. Money Management commissioned KPI Research to inves-tigate Aust...

Financial planning

One of the most intriguing issues to come out of the Money Management Top 100 survey was the lack of knowledge most dealers have about the key elements of their business ...

Financial planning

The mission by the financial services giants to dominate the financial planning in-dustry is now complete. The Money Management Top 100 dealer group survey has revealed t...

Financial planning

The mission by the financial services giants to dominate the financial planning industry is now complete....

Financial planning

Institute of Actuaries executive director Jock Rankin is not renewing his contract when it expires in January next year....

Accounting

Money Management’s inaugural Top 100 dealer survey has proved what many in the industry have long suspected – that accountants are fast gaining a foothold in the industry...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks 3 days ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

2 weeks 2 days ago

One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....

3 weeks 3 days ago