FINANCIAL PLANNING

INDUSTRY NEWS

With a huge number of Australians facing retirement in the next few years, advisers need to find strategies that do not rely solely upon cash rates or a rise in local mar...

INDUSTRY NEWS

Challenger has entered into an arrangement with the financial advisory arm of Bendigo and Adelaide Bank which will cover the distribution of Challenger’s Liquid Lifetime ...

INDUSTRY NEWS

Global index company FTSE Group has launched a rules-based, long-short index, the FTSE Dynamic Commodity Index....

INDUSTRY NEWS

Specialist financial planning software provider IRESS announced this week it had released a new mobile application – XPLANtouch....

INDUSTRY NEWS

Specialist research house SQM has upgraded Trilogy Funds’ Trilogy Monthly Income Trust to three and a half stars....

INDUSTRY NEWS

Challenger's suite of annuities, which collectively represents around 80 per cent of the annuity market share in Australia, has been given a 'recommended' rating by the r...

INDUSTRY NEWS

Merry Christmas, we'll be back online in January. The team at Money Management wishes all our readers a Merry Christmas and a safe and prosperous New Year....

INDUSTRY NEWS

A billion dollars has already been committed to funds that fall under the Government's recently introduced Significant Investor Visa (SIV) scheme, according to estimates ...

INDUSTRY NEWS

Chief executive officer of ANZ-owned dealer group RI Advice, Paul Campbell, has left the group for family reasons, the company has announced....

INDUSTRY NEWS

Financial planners may have embraced life/risk as a valuable revenue stream in recent times but that was not necessarily reflected in the life/risk sector's underlying st...

INDUSTRY NEWS

A financial adviser has raised concerns about some of the marketing strategies used by banks to sell life insurance, which could have a negative financial impact on risk ...

INDUSTRY NEWS

New platform launched to challenge planners in retail advice market....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week 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 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 13 hours 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 5 days ago

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

4 weeks 1 day ago