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Don't treat us like planners say brokers

 
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MM Newsletter
  Apr 28, 2017 
 
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How female advisers are changing futures together

With gender diversity being such an important issue for the advice profession, it’s time to work together and support initiatives like the AFA & TAL Female Excellence in Advice Award to create a brighter future for us all. For more

Latest News

Don’t compare us to planners say mortgage brokers

Mortgage brokers don’t spruik products and options the way financial advisers do and should therefore be subject to different regulatory considerations, according to the Financial Brokers Association of Australia. For more
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Lack of succession plans can lead to ‘fire sale’

The low number of practices with a succession plan, combined with an ageing financial advice industry, can mean principals will be forced to sell businesses at a much lower rate. For more

Women’s wealth issues go beyond regulatory reform

The financial services industry needs to place as much emphasis on education on long-term asset accumulation as it does on everyday budgeting and money, CBA believes. For more
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Super system is ambivalent

The paternalistic attitude towards superannuation is not sustainable if the industry wants to close the gender wealth gap, according to the FSC. For more

Wealth managers urged to better manage HNW clientele

GlobalData has called on wealth managers to establish stronger succession frameworks for the wealth of millionaires. For more
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SMEs losing confidence in Turnbull Govt

A new survey suggests small and medium businesses are losing confidence in the Turnbull Government even though they have faith in the economy. For more

Janus Henderson merger approved

Henderson’s shareholders have approved the merger with Janus Capital Group at the extraordinary general meeting. For more
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Aurora appoints new COO

Aurora Funds Management has appointed Ben Norman as its new chief operating officer, effective immediately. For more

OneVue posts positive cashflow

OneVue has reported positive operating cashflow for the fourth consecutive quarter as at the end of March. For more
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NowInfinity partners with View Legal

Cloud-based documentation platform NowInfinity has partnered with View Legal and merged their respective digital business units. For more

Features

Laying estate planning fears to rest

Hope William-Smith looks at how changing family structures and the ageing population have required advisers to upgrade their estate planning expertise and how they are embracing the challenge. For more

Cross the seas for opportunities

There is consensus in the funds management industry that despite the volatile times, Australian investors must invest in global stocks to grab opportunities beyond minerals and banks, Malavika Santhebennur writes. For more

Outsider

HHV, King Pyrrhus and WAM

With the messenger (Money Management) having been shot by teams of spin doctors from both Wilson Asset Management and Hunter Hall Global Value Fund, Outsider is declaring it a Pyrrhic victory all round. For more

Stepping daintily through a tangled web

Hats off to the girls and guys at APRA for exhibiting fancy footwork in dealing with questions about the governance and remuneration structures in industry funds. For more
 
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