MONEY MANAGEMENT

Financial planning

By offering choice to employees, the superannuation industry is boosting the demand for financial advice. But super funds are going head to head with financial planning g...

Financial planning

In less than a fortnight, the first conference to combines wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers s...

Financial planning

Auditor Michael Charlton is the latest casualty of the ASIC's con-tinuing investigations into Feldworth Financial Services and the failed investment vehicle EC Consolidat...

Financial planning

Former Money Management publisher Australian Financial Press has agreed to sell part of its publishing an on-line financial services business to listed investment group I...

Financial planning

Our lead in this edition of Money Management paints a bleak picture for dealer groups looking to hang on to their top producers or boost-ing their planner numbers to meet...

Financial planning

Respected financial planner Ray Griffin has been named as the next chairman of the Financial Planning Association....

Funds management

From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...

Financial planning

The future of the financial planning co-operative Consolidated Finan-cial Services (CFS) is "on a knife-edge", chairman David Craig has told Money Management....

Financial planning

Changes to parts of the Asgard master trust have drawn criticism from the financial planning community....

Financial planning

Recent articles in the pages of Money Management have helped to chronicle the monumental shifts that are shaping the future of the Australian financial services industry....

Financial planning

I read with interest Bill O'Sullivan & Debbie Thomson's letter to the editor (Money Management, May 27) and their experience in their dealing with both the FPA and the AS...

Financial planning

Macquarie's latest private equity fund has been a hit with retail investors, with the fund closing oversubscribed....

Financial planning

There is mounting evidence in the marketplace that life insurance companies are starting to pay more than lip service to some of the folly of the last decade. Executives ...

Financial planning

On almost this exact day three years ago, Money Management reported a mass exodus from senior executives within the financial services in-dustry, as seats shuffled at a n...

Financial planning

The ongoing debate over who owns the client should be put to sleep as Sue Laing rightfully points out (Money Management April 29)....

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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 2 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 1 day ago

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

3 weeks 2 days ago