money management

Financial planning

ClearView’s rapid growth in planner numbers and its high FUA per planner ratio has seen it named Dealer Group of the Year, writes Mike Taylor....

Financial planning

ClearView and AMP share the honours

ClearView and AMP Financial Planning have taken out Money Management's 2011 Dealer Group of the Year Awards....

People & Products

Bennelong bags another boutique manager

Fresh from expanding its boutique offering with the addition of two former UBS small cap asset managers in May, Bennelong Funds Management is again looking to add to its ...

Financial planning

Mixed year for mid-tier sector

Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...

Editorial

ISN's financial planning research raises more questions than answers

The Industry Super Network has again used research it commissioned from Rice Warner to substantiate its arguments on opt-in but, as Chris Kennedy reports, many of the Ric...

Financial planning

Planning industry critical of ISN findings

Research used by the Industry Super Network (ISN) to support its advocacy of opt-in requirements has been panned by sections of the financial planning industry....

Policy & Regulation

Fears FOFA will drive away financial planning clients

There are growing concerns FOFA will drive away financial planning clients and place mid-tier firms at risk. This and more in the latest digital edition of Money Manageme...

Policy & Regulation

Shorten faces more FOFA pressure

Financial planners are set to maintain their lobbying against the Government's FOFA proposals....

Financial planning

FPA backs planners, but questions ISN

The Financial Planning Association (FPA) chief executive, Mark Rantall, has pointed to the fact that many industry fund planners are members of the FPA....

Policy & Regulation

FOFA reforms come under fire from financial planners

Federal Government moves to ban risk commissions have been labelled 'poor policy' amid entrenched financial planner opposition to the FOFA reforms. This and more in the l...

Policy & Regulation

Clients will evaporate after FOFA, say planners

A significant number of financial planners believe the implementation of the Government's Future of Financial Advice (FOFA) changes will not only cost them money, but als...

Editorial

The FOFA freight train picks up speed

While financial planners have warned that the FOFA changes will be significant, Mike Taylor reports that the Government does not see that as an impediment to achieving it...

Editorial

Government and financial planners face FOFA stalemate

The Government's pursuit of its FOFA reforms has degenerated into trench warfare, with the financial planning industry 'digging in' to fight the changes. ...

Policy & Regulation

FOFA the focus of growing concerns and criticisms

FOFA worries drag down practice valuations and share prices as industry criticisms increase. The latest digital edition of Money Management is now online....

Superannuation

Life risk and superannuation roundtable

The upcoming FOFA reforms will see the removal of commissions on life risk products in super. Money Management conducted a roundtable discussion with leading industry pla...