TOP 100

Charter Financial Planning and Dover Financial Advisers have been named Dealer Groups of the Year based on data gathered as part of the Money Management Top 100 Dealer Gr...

Private wealth and boutique adviser groups have topped the list of planners and clients with high levels of funds under advice according to data gathered in this year’s M...

OnePath has once again excelled in the term and TPD rider category in the Money Management/DEXX&R Adviser Risk Choice Awards, with TAL’s Accelerated Protection and Macqua...

ANZ-owned insurer OnePath has been named the Money Management/DEXX&R Risk Company of the Year for the fourth consecutive year as part of the Adviser Choice Risk Awards. J...

OnePath’s OneCare Trauma Premier won the Trauma Rider category this year due to a number of accumulative changes made to the product over the years, according to the grou...

MLC’s Insurance Income Protection Platinum has gained the highest praise from advisers in Money Management’s Adviser Choice award to win in the personal super risk disabi...

NGS Super’s death and total and permanent disability (TPD) product has taken out Money Management’s 2013 Adviser Choice Awards in the inaugural Term and TPD rider product...

TAL’s Accelerated Protection Income Protection Premier has taken out the top spot in this year’s Money Management/DEXX&R Adviser Choice Risk Award for disability income p...

ClearView has picked up gold for its LifeSolutions Business Expense in the 2013 Money Management/DEXX&R Business Overhead product category. ...

Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

OnePath's Trauma Premier cover has taken out this year’s Money Management/Dexx&r Adviser Choice Risk Award for trauma products....

 

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago