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MONEY MANAGEMENT
Editorial
Many financial planning clients remain decidedly cautious, with many clinging to cash and cash-like investments given the current market volatility. A Money Management ro...
Editorial
A boutique fund manager won this year’s Money Management/Lonsec Fund Manager of the Year award. Is this a reflection of the way the market is behaving and the nature of t...
Editorial
Do Australians take too short-term a view of investments? Is there a tendency for knee-jerk reactions and little consideration for the long-term? A Money Management round...
Financial planning
Lonsec’s national sales manager has left his role at the company due to differences regarding marketing and distribution. ...
Financial planning
The Senate Committee reviewing ASIC will be looking well beyond the issues of the 2011 Commonwealth Financial Planning enforceable undertaking. ...
Financial planning
Money Management/FPA breakfast will debate the planning policy issues before, during and after the Federal Election at an upcoming Thought Leadership breakfast....
Financial planning
ASFA's Pauline Vamos argues the increasing complexity involved in dealing with post-retirement issues justifies a specialist qualification for planners. ...
Financial planning
Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....
Superannuation
CBA and CFS have rolled out a simple superannuation product which targets the unadvised Gen Y market. ...
Financial planning
Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...
People & Products
The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....
Financial planning
FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...
Life/Risk
The Federal Opposition says that so far as churn exists in the life/risk sector it should be subject to a self-regulatory approach....
Life/Risk
Letter from Shorten and consultation with ASIC prompts FSC to reopen moves for self-regulation around churn. ...
Funds management
Clients’ objectives being lost amid pandemic of short-termism, according to Money Management roundtable participants....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...