News
30 November 2009 • By Julie May • 1 min read
Matrix firm names new authorised rep
Matrix Planning Solutions member firm Emjay Financial Services has appointed Brett Kelly as an authorised representative. Starting in the ...
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Clouds gather over ripoll findings
Australian financial planners and investors held their breath last week as the report into the country's financial products and services was finally ...
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Dealer group partners mortgage broker
Boutique dealer group My Adviser signs a deal with a mortgage broking firm.Independent dealer group My Adviser has recently joined forces with ...
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Licensee scale not always critical factor
Costs to support a financial adviser are similar for a dealer group regardless of size.The average yearly cost to support a financial adviser is ...
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Planners should offload commission-based clients
Principals should sell commission-based clients to attract best price or transition to fee for service.Practice owners who are not beginning the ...
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Voluntary savings to gain prominence
Regulatory changes are causing people to lose confidence in superannuation as a savings vehicle.Individuals may place more emphasis on voluntary ...
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Investigations into Storm firm continue
Liquidators of Storm subsidiary remain as client book sale prompts further investigations.Further investigations into Victorian Families Retirement ...
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A duty of care
In what some sections of the industry may see as going behind enemy lines, last week I attended the FPA's annual conference in Melbourne
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Causeway hires MD for water fund
Causeway Asset Management has appointed a managing director for its new water fund.Sydney-based alternative investment manager Causeway ...
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Fraud not prevalent among SMSFs
SPAA has refuted the conception that SMSFs are more vulnerable to fraud.All superannuation funds, not just self-managed funds, are susceptible to ...
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