Powered by MOMENTUM MEDIA
moneymanagement logo
 

EDITORIAL

Mike Taylor writes that ASIC is right to pursue managers with just as much vigour as it pursues financial planners when things go wrong. ...

Retail advisers have traditionally shied away from alternative investments, but an upswing in the market could see them become a hot ticket option in 2014, particularly f...

It would be very easy to have read the announcement by the Minister for Finance, Senator Mathias Cormann, that he was pausing the FOFA change process as some sort of a vi...

Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...

Rudi Minbatiwala looks at the challenges of objectives-based strategies and the drawbacks associated with the simplifications of the risk concept....

An easy line of spin is being peddled on the antecedents and consequences of the Government’s FOFA amendments. But any examination of financial services history shows the...

Rudi Minbatiwala explores the challenges of balancing long-term capital preservation with immediate income needs....

For investors looking for a consistent income stream that grows over time, global equity income has the fundamentals covered, writes Stephen Thornber. ...

If financial planners were given a choice between the model underpinning the Superannuation Complaints Tribunal and that underpinning the Financial Ombudsman Service, wha...

The Government’s amendments to the FOFA legislation seemed capable of creating some loopholes around commissions but, as Mike Taylor writes, the major planning organisati...

Chad Padowitz reviews the regions and sectors investors should target – and avoid – in 2014. ...

While risk markets look a little shaky in the near term, the prospective easing of the world’s major central banks could see optimism return later in the year, writes And...

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’...

3 days 12 hours ago

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

4 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...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

6 days 6 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

1 week 6 days ago