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MFAA claims mortgage brokers have not been through any major scandals as a result of lower levels of risk and the application of higher professional standards...

Financial planning • 8 October 2014

Financial advisers are among the most likely professionals to be eradicated by technology or “robo-advice” – a prognosis that has drawn both disbelief and opportunism fro...

Financial planning • 8 October 2014

The Royal Commission into Trade Union Governance and Corruption as specifically referenced union links to super funds as being a factor in its initial report....

Superannuation • 8 October 2014

Commonwealth Bank of Australia consumers who have not claimed funds left on expired Travel Money Cards within 12 months of the expiry will no longer forfeit the cash to t...

Financial planning • 8 October 2014

Mike Taylor writes that industry fund members represent a large and largely untapped client base for financial planners to which the FPA has rightly sought to provide acc...

Editorial • 9 October 2014

While it may sound paradoxical, approaching financial planning like a friendship or relationship could be the key to improving professionalism, Nataliya Denisov writes. ...

Editorial • 9 October 2014

Certitude Global Investing Intention Index (CGIII) reveals active Australian investors are looking to increase exposure to international markets but are wary of global ma...

Funds management • 9 October 2014

The Australian market’s current risk management offering is a poor fit for the real threats facing local businesses, most of which are “uninsurable”....

Life/Risk • 9 October 2014

Still haunted by memories of the GFC, investors are excessively focusing on yield to the detriment of diversification. Knowing how crises manifest in different ways, they...

Editorial • 9 October 2014

Small business satisfaction for the Federal Government seems to be dipping, with many saying it does not understand issues impacting many sectors. ...

Policy & Regulation • 9 October 2014

The Bank of Queensland has had a solid twelve months, with its growth strategy delivering an underlying profit surge of nine per cent, to $521.7 million. ...

Financial planning • 9 October 2014

UK businesses continue to drag on NAB earnings....

Financial planning • 9 October 2014

Zenith has been named Money Management’s Research House of the Year for 2014, taking the title from last year’s winner, Morningstar, writes Nicholas O’Donoghue. ...

Rate the raters • 9 October 2014

Financial planners who act as gatekeepers for clients are working towards their retirement date having missed the next growth area of financial advice....

Financial planning • 9 October 2014

More than a third of life insurance advice has not been appropriate according to a review conducted by ASIC....

Life/Risk • 9 October 2014

Uncontrollable factors are derailing the best laid retirement plans of many Australians, with the average retiree outliving their superannuation savings by five years, ne...

Superannuation • 9 October 2014

Up and coming research and investments house Zenith Investment Partners has bumped established players, Morningstar and Lonsec, from the top spot to become Money Manageme...

Financial planning • 9 October 2014

Lawyers call for limit to FOS’ monetary jurisdiction which exceeds that of many courts....

Financial planning • 9 October 2014

AdviserLogic leverages Omnium to deliver RiskLogic upgrade....

Financial planning • 9 October 2014

Perpetual launches Listed Investment Company leveraging its mid-cap expertise....

Financial planning • 9 October 2014
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks 2 days ago

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

1 month 1 week 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 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week 2 days ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 5 days ago
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