risk management

Funds management

Funds management game is worth the risk for IOOF

From a friendly society tradition, IOOF funds management operation has emerged as a business in its own right. ...

Financial planning

One small step for ASX, one giant leap for ACS

Direct share trading for financial planners has taken another leap forward with the ASX awarding the first Third Party Clearing (TPC) broker status to a Melbourne firm. A...

Financial planning

Letter 27/05 – Another chapter opens on CFP designation

After reading the Under Siege article (<I>Money Management, April 1), </I>we were compelled to write and detail our dealings with both the Financial Planning Association...

Financial planning

New-found respectability for sophisticated product

Margin lending is a product that has traditionally polarised finan-cial planners. While it has enjoyed strong support from a number of planners, some have preferred to st...

Financial planning

Be in the right with the write stuff

Thanks, Nick Bruining, for drawing attention to one of the real business issues facing practitioners - that of ongoing remuneration ownership vesting with principals or a...

Financial planning

Financial advice in plain black and Whyte

1. Name: Norm Whyte 2. Job title: Proper authority holder 3. Dealer group: Professional Investment Services ...

Financial planning

Six new faces join County practice

County Investment Management has been on a hiring spree, with six new faces joining the group. ...

Financial planning

RISK – Stay focused or face the threat of legal action

As dealer groups and advisers face a spreading threat of legal action from clients, planning sector experts are becoming more concerned about the growing dangers planners...