MONEY MANAGEMENT

Financial planning

Storm Financial and its former offshoot, Victorian Families Retirement and Investment Group, will meet in court in Brisbane today in what is believed to be the formal end...

Funds management

More than 50 per cent of the Australian equities team from Credit Suisse Asset Management will not be gaining positions with Aberdeen Asset Management in Australia. ...

Financial planning

How does your portfolio construction compare to peers? Money Management invites you to participate in a PortfolioConstruction Intentions Monitor....

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Editorial

It was only a matter of time before one of the major banking groups opted to cut planner numbers. ...

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People & Products

Long serving senior executive Grant Salmon is departing the company after nearly nine years....

Financial planning

Financial Planning Services Australia advisers have been emotionally battered by the ongoing market downturn, chief executive Mark Ryan has acknowledged....

Financial planning

Storm's Geelong-based offshoot – Victorian Families – has been placed in provisional liquidation by the group’s administrators. But there are concerns its former clients,...

Financial planning

One of the financial planning offshoots of Storm Financial, Victorian Families, may soon be placed in liquidation, while there are concerns there may be claims made again...

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Financial planning

Industry Funds Financial Planning considered bidding for part of Storm Financial’s remaining client book through Kenyon Prendeville, but eventually decided not to p...

Financial planning

The Henry Tax Review, the 2009-10 Budget, industry sentiment, planner remuneration and regulation are all contentious issues that will be up for discussion at Money Manag...

Funds management

Upwards of 25 per cent of hedge funds have suspended redemptions, imposed gate provisions or implemented side-pockets....

Financial planning

Newspaper reports suggest the Commonwealth Bank is seeking to head off prolonged litigation with Storm Financial clients by negotiating private settlements. The move foll...

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Financial planning

Aviva freezes staff numbers and salaries but is hoping to avoid redundancies based on the continuing strength of its risk business....

Financial planning

Evidence of a flight to security....

Financial planning

An increasing number of financial planning clients are leaving boutiques for the security of the bank financial planning model, according to Commonwealth Financial Planni...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

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

2 months 3 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 4 days ago