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The Government’s creation of an independent standards body will alter the dynamics of the financial planning industry and create a new hierarchy. ...

Mike Taylor writes that ASIC must deal in the complex realities of insurance claims handling, not the headline-making perceptions....

Helping clients identify financial goals and helping them create a plan to achieve them is significantly more likely to alleviate financial stress, Vicki Doyle writes....

While wrap platforms need to adapt and innovate the fundamentals need to stay the same to continue playing a leading investment role, Cameron Garrett writes....

Elizabeth Tian looks at what products investors are looking at to help protect against the uncertainty of a market’s direction. ...

Minh Ly looks at what advisers need to take into consideration once the asset test changes have been implemented....

Despite the controversies and challenges, the absolute size of the Australian financial planning industry has remained relatively stable, according to Money Management TO...

For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...

Traditional wisdom on life insurance has been tried but apparently has not succeeded. Col Fullagar outlines 20 insurer commitments that approved lists should be predicate...

There will always be a big question mark over whether churn was a real problem or a handy political lever, but the outcome represents the exercise of pragmatic politics....

The clear message for investors at present is that global monetary policy almost certainly has to remain highly expansionary for some time to come, Conrad Burge writes....

As there is a large degree of replication amongst large equity funds, and similarity in performance, there is a case to use both active and passive strategies, Julian Bea...

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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 3 days ago

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

1 week 5 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 3 days ago
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