Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...

INDUSTRY NEWS

The Senate economics legislation committee has recommended Schedule 1 of the Delivering Better Financial Outcomes legislation be passed as it is a “faithful implementatio...

INDUSTRY NEWS

Over seven in 10 financial advice practices that embrace technology are enjoying profits above 10 per cent, compared to just 43 per cent of firms that have not done so....

INDUSTRY NEWS

The Senate economics legislation committee has pushed back the release of its findings on the Delivering Better Financial Outcomes bill, the same day as the Coalition wri...

INDUSTRY NEWS

There have been four consecutive weeks of adviser declines as eight financial advisers depart the profession this week, with the majority leaving from Count....

INDUSTRY NEWS

Compliance experts have warned there is potential for the experience pathway to be abused if licensees fail to check whether an individual has the necessary 10 years’ exp...

INDUSTRY NEWS

Money Management speaks with five advisers on whether or not they charge for their initial meetings, as Elixir Consulting finds the volume opting to charge has doubled si...

INDUSTRY NEWS

Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...

INDUSTRY NEWS

The financial advice software provider has appointed a new chief technology officer replacing Ted Tsao as the firm enters its next growth stage....

INDUSTRY NEWS

Nearly half of Generation X are turning to digital financial advice for support, Natixis Investment Managers discovers, in combination with a human adviser....

INDUSTRY NEWS

There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....

INDUSTRY NEWS

As AFSLs cite cyber security as their biggest compliance fear, a law firm has shared four steps that listed businesses need to take if they suffer a breach....

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...

6 days 14 hours ago

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

1 week 6 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

1 week 1 day ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

4 weeks 1 day 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...

3 weeks ago