EDITORIAL

The fallout from the GFC has shaken consumer confidence in the financial services sector, prompting an increase in direct investments. Janine Mace takes a look at what th...

Realising the cash value on term insurance policies can often prove difficult. Col Fullagar explains why employing a life settlement vehicle can help your clients address...

The Ripoll Review recently proposed the introduction of a statutory fiduciary duty for financial advisers. Tim Browne examines the importance of such an obligation for th...

The advent of intra-fund advice has given rise to online advice platforms with point-and-click delivery, writes Mike Taylor. But will the regulators be able to keep up wi...

Investor-owned fund manager IFM plans to use profits to generate financial flexibility in order to compete with other investment managers and drive expansion, according t...

To be recognised as true professionals, financial planners need the equivalent of a degree qualification. The FPA's Certified Financial Planner designation is not enough,...

With the Federal Election campaign now approaching the halfway mark, Mike Taylor notes that there has been precious little discussion about financial services, the Future...

The industry super funds are the big winners from the inevitable ban on financial advice commissions, but now it's time for the industry to move on, writes Mike Taylor....

Gemma Dale outlines the implications recent legislation could have for SMSF trustees who want to use limited recourse borrowing arrangements to acquire allowable assets....

The financial planning industry should be paying more attention to female advisers - as well as female clients....

The insurance industry needs to adapt to the changing expectations of consumers, writes Jim Minto....

The Cooper Review doesn't say anything about superannuation that financial planners didn't know already, writes Mike Taylor....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
moneymanagement logo