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Financial planning
The Financial Planning Association (FPA) has invited tenders for the delivery of its Certified Financial Planner (CFP) program as it enters the next phase of its educatio...
Financial planning
Ipac Securities will receive around $9 million in scrip from its AXA Asia Pacific parent after passing its first target in terms of inflows as part of the agreement struc...
Financial planning
The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...
Rate the raters
After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....
Financial planning
Former AMP Capital Investors executive Michael Evans has surfaced in the market to co-launch a new boutique investment group - Quest Asset Partners - along with former AM...
Financial planning
The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June....
Financial planning
For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...
Financial planning
From write-downs to shedding staff, it has been a tough couple of years for Tower, but as Ross Kelly reports, things are looking up....
Financial planning
Virtual wrap provider Praemium Portfolio Services is set to add to its recent list of deals with the pending announcement that the system will be linked to Skandia’s inve...
People & Products
Skandia has appointed former BT senior executive Richard Borysiewicz as its new head of distribution with the group now set to focus on enhancing its product range to inc...
Financial planning
After a full and eventful year of bringing the news to our readers its time for the team at Money Management to take a break. As such this is the last day that Money Mana...
Financial planning
This is the third year Money Management has compiled a list of the financial services industry’s Top 10 Most Influential People, yet the task has not become any easier an...
Financial planning
Aurora Funds Management (AFM) has unveiled a new initiative - Aurora Distribution - to assist fund managers and investment product manufacturers without access to strong ...
Financial planning
Technology has been praised as a time saver and derided as a leech on resources. To debate where technology has failed or succeeded in financial services, Money Managemen...
Financial planning
The findings of the Australian Consumers’ Association (ACA) report came as no great surprise to Money Management’s regular columnists....
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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...