Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

The Australian Securities and Investments Commission is conducting an exhaustive audit of the operations of the country’s largest Australian Financial Services Licensees....

INDUSTRY NEWS

The regulatory and ideological changes taking place in financial services are likely to see a more professional, but leaner, financial planning industry emerge....

INDUSTRY NEWS

Control of the Australian platform market has nearly halved in the past four years to be dominated by three of the nation's big four banks, a situation that would be exac...

INDUSTRY NEWS

The Australian Bankers' Association has warned that while superannuation funds should be able to provide general advice, more detailed advice should be confined to proper...

INDUSTRY NEWS

Australians are more likely to turn to newspapers and online media than professional advisers and financial planners to help with financial decision making, according to ...

INDUSTRY NEWS

The lack of professionals specialising in estate planning in Australia will cause a huge problem for the financial planning industry as their wealthier baby boomer client...

INDUSTRY NEWS

Financial planners attending the AMP and Hillross annual conference in Melbourne have committed to contributions totalling $18,900 for the Future2 Foundation, which suppo...

INDUSTRY NEWS

Performance fees being charged by some fund managers in the Australian equities extension sector are excessive, and are being applied without appropriate benchmarks....

INDUSTRY NEWS

The AIOFP intends to hire a private investigator in Hong Kong to pursue people and companies associated with the missing $118 million from Astarra Asset Management's Alph...

INDUSTRY NEWS

Perpetual warns the Government against adopting a default approach to the provision of advice within super....

INDUSTRY NEWS

Mark Bouris and Ray Miles have joined forces to test the SMA market by calling for expressions of interest to provide a universal managed account platform....

INDUSTRY NEWS

Tactical asset allocation (TAA) has helped fund managers add value over the medium term, according to a Standard & Poor’s multi-sector report....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

2 weeks 1 day ago

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

3 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 3 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 6 days ago