money management

Financial planning

WIFS Employer of the Year and Rising Star award finalists announced

Money Management and Super Review reveal the finalists in the last two categories of the inaugural Women in Financial Services Awards....

Editorial

Finding the right inflation-plus products for your clients

What are the types of inflation-plus products that will resonate with a wide variety of different clients to help them achieve the financial outcomes they want? A Money M...

Financial planning

ASIC rejects report citing bullying and harassment

ASIC has rejected a Money Management report of a union submission citing a culture of bullying and harassment....

Editorial

ASIC’s wait and see approach draws fire

Does ASIC really only act when complaints about particular schemes or issues “reach tsunami level”? ...

Funds management

Another fundie targets SMSF market

BTIM has invested in a product development team to think specifically about tapping into different client segments, including the SMSF market, according to managing direc...

Financial planning

Risk software popularity continues to climb

The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....

Financial planning

Dealer group claims restraint of trade

Risk-focused dealer group Synchron is strongly considering going to the Australian Competition and Consumer Commission (ACCC) over a particular dealer group charging advi...

Financial planning

Advice still major cause of complaints

Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...

Editorial

ASIC set to crackdown on financial planner payments

There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...