FINANCIAL PLANNING

INDUSTRY NEWS

Australian investors expect the All Ordinaries index to return 8 per cent over the next 12 months, according to an Investment Trends Survey. ...

INDUSTRY NEWS

IOOF has partnered with Zurich Australia Limited to launch a new product targeted at SMSF clients....

INDUSTRY NEWS

Principal Global Investors has moved to acquire 55 per cent of London-based boutique alternative investment specialist Liongate Capital Management....

INDUSTRY NEWS

Queensland-based Suncorp has launched a new online superannuation product....

INDUSTRY NEWS

Nominations are now open for Money Management’s Young Achiever of the Year Award which will be presented at the Fund Manager of the Year Awards Ceremony in Sydney on 16 M...

INDUSTRY NEWS

Australians in retirement have a more positive perception of their financial wellbeing, according to a report from the Department of Families, Housing, Community Services...

INDUSTRY NEWS

Planners can go some way towards meeting their ‘best interests’ duty obligations by adopting a ‘life planning’ business model, according to AdviserQuest managing director...

INDUSTRY NEWS

Suncorp has identified a hidden Generation B which is “breeding, busy and burdened”....

INDUSTRY NEWS

The last six months have seen the emergence of a new crop of buyers with in-house products, according to financial planning practice broker Stephen Prendeville....

INDUSTRY NEWS

A general consensus has emerged that many dealer groups will have to change commercial models as a result of the new conflicted remuneration rules....

INDUSTRY NEWS

Banks and financial institutions figure the poorest when it comes to engagement from their Facebook fans, according to the latest report from The Online Circle....

INDUSTRY NEWS

With next week’s FOFA event having sold out, Money Management is now offering a webstream....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 23 hours ago