MONEY MANAGEMENT

Financial planning

Australian Planners Financial Services (APFS) will turn over $55 million this financial year through its nationwide network of 200 advisers in 90 member firms....

Financial planning

After a hard 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 Management’s onli...

Financial planning

Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....

Financial planning

The deal between van Eyk Research and William M Mercer is off....

Rate the raters

<i>Money Management</i><i>’</i><i>s</i> Rating the Raters survey has brought to the surface a number of grievances and added a missing element in the debate on the value ...

Financial planning

The Financial Planning Association has partially reversed its decision requiring planners who receive training with other education providers to sit a challenge test, as ...

Financial planning

The Westpac Banking Corporation is believed to be preparing to launch a new financial planning dealer group that will be staffed exclusively by independent financial advi...

Funds management

Not all hedge fund managers are created equal, and investors need to be cautious about who they give their money to, according to GAM Multi Manager chief investment direc...

Financial planning

Morningstar Inc, the Chicago based parent of Morningstar Research, has confirmed that it will not be pursuing legal action against the Frank Russell Company over a report...

Financial planning

The official unveiling of Compound Investments at this year’s Financial Planning Association (FPA)annual convention will be one of the industry’s lesser guarded secrets....

Financial planning

Amid intense industry speculation on his future with Morningstar, chief executive and publisher Graham Rich has confirmed his immediate future with the research house....

Financial planning

Paul Keating, Graham Morgan and Steven van Eyk have been named as some of the most influential people in financial services according to their industry peers....

Financial planning

IOOF has indicated that it would tackle the issue of demutualisation, if its members should vote in favour of the proposal in April or May next year....

Financial planning

The investment watchdog will not stand in the way of any financial planning group or master trust operator who charges fund managers a fee to appear on their recommended ...

Financial planning

Rainmaker, Collins forge research partnership...

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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 2 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....

5 days 9 hours 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 3 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 1 day ago