Latest Financial Planning & Services News from Money Management

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New academic research has confirmed that increasing regulation has been influential in banks deciding to exit elements of their wealth management and insurance businesses.

6 June

Financial planning

Challenger’s funds management CEO to retire

Challenger Funds Management chief executive, Ian Saines is to retire from the business, prompting the search for a

A new survey has confirmed continuing industry fund antipathy towards self-managed superannuation funds but less certainty about how they should be regulated.

6 June

Financial planning

SMSF members at risk of losing life insurance benefits

SMSF members who deliberately hold an APRA-regulated fund for life insurance are at risk of losing this benefit if

6 June

Financial planning

Adviser Ratings seeks to crowd fund growth

Adviser Ratings, the firm that grew out of the Future of Financial Advice and the consumer movement, is now

6 June

Financial planning

MM to help fund those addressing adviser mental health

In a bid to help those advisers facing mental health issues generated by the significant changes confronting the

The difference between investment managers saw significant dispersion in the performance of various investments styles in favour of value style in Q4 last year.

6 June

Financial planning

Slowing GDP growth a red flag to check super

Yesterday’s confirmation that Australia’s economy was at its weakest since the global financial crisis in 2009

5 June

Financial planning

Impact bonds fall short of sustainability standards

Impact bonds are falling short of minimum standards for sustainability, according to global asset and risk manager

5 June

Financial planning

Mental health ‘dark side’ to advice industry changes

The rapidly changing legislative and regulatory environment confronting the financial planning industry combined

5 June

Financial planning

RBA cuts rates to 1.25 per cent

The Reserve Bank of Australia has cut rates from 1.5 per cent to 1.25 per cent, the first interest rate move in

Whichever party forms Government has an obligation to consult the financial services industry to end the policy uncertainty.

4 June

Financial planning

Has advice debate been hijacked?

Vested interests have hijacked the financial advice debate and consumers will be the poorer for it, according to

Informed SMSF trustees conducive to advice

4 June

Financial planning

Netwealth enhances education for kids

Netwealth has announced it will continue to support a financial education platform for kids which aims to improve

The former directors of Avestra Asset Management Ltd, Paul Rowles and Clayton Dempsey, have been disqualified from managing corporations and providing financial services.

3 June

Financial planning

Suncorp super faces class action

Suncorp is facing a class action over the manner in which its superannuation fund paid fees to advisers.

3 June

Financial planning

Aussies urged to check finances ahead of possible rate cut

Australians should be focused on how to protect their long-term financial security ahead of the Reserve Bank of

Financial planning

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Challenger’s funds management CEO to retire

SMSF members at risk of losing life insurance benefits

Adviser Ratings seeks to crowd fund growth

MM to help fund those addressing adviser mental health

Slowing GDP growth a red flag to check super

Impact bonds fall short of sustainability standards

Mental health ‘dark side’ to advice industry changes

RBA cuts rates to 1.25 per cent

Has advice debate been hijacked?

Netwealth enhances education for kids

Suncorp super faces class action

Aussies urged to check finances ahead of possible rate cut

Why Emerging Markets lead the disruption race?

Capped brokerage - a cost effective pricing model?

Why direct ownership makes sense for your clients

Has the financial services industry failed retirees?

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