FINANCIAL PLANNING

INDUSTRY NEWS

About 200 years ago, American political philosopher Thomas Paine wrote: “Gov-ernment, even in its best state, is but a necessary evil”....

INDUSTRY NEWS

Australia’s superannuation system remains as baffling as ever to the people that use it, a survey has found....

INDUSTRY NEWS

Superannuation and retirement savings should be the subject of a federal government review, according to the Association of Superannuation Funds of Australia (ASFA)....

INDUSTRY NEWS

Australia’s investment watchdog is continuing action in the failed Wattle Group scheme that rocked the investment industry last year....

INDUSTRY NEWS

Zurich Financial Services is to concentrate on organic growth to further develop its Australian business....

INDUSTRY NEWS

A lot of advisers do not appreciate the finer qualities of the business development executives whose job it is to tend to their every wish. Nick Bruining, however, won’t ...

INDUSTRY NEWS

AMP Asset Management has opened its $580 million private capital investment portfolio to the retail market....

INDUSTRY NEWS

A lot of knowledge can be a dangerous thing. New research shows that too much information, and the way our brains process it, can hamper our investment per-formance. Zill...

INDUSTRY NEWS

The superannuation choice of fund proposal has been on the Federal Government’s to do list since the Coalition came to power in 1996. And while the Government considers i...

INDUSTRY NEWS

Tower Managed Funds has announced changes to its product range with the launch of a new fund, the closure of four funds and adding features to several others....

INDUSTRY NEWS

A leading US currency manager is favouring the euro as growth in Europe starts to improve, while the Australian economy is starting to show signs of a slowdown....

INDUSTRY NEWS

Matching clients’ investments to their risk tolerance levels is increasingly becom-ing an important part of financial planning. Jason Spits explains why....

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’...

2 months ago

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

2 months 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...

3 months ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

1 week 1 day ago

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

3 weeks 1 day ago

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

2 weeks 6 days ago
moneymanagement logo