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Major financial planning software provider, IRESS has reinforced its market dominance via an agreement with the Commonwealth Bank which will see it rolled out to all the ...

Financial planning • 11 March 2015

New survey reveals accountants are still undecided about the degree to which they will embrace the new licensing regime....

Financial planning • 11 March 2015

Altair appoints co-portfolio managers, Alvin Chan and Tim Riordan as co-heads of research....

People & Products • 12 March 2015

NZ’s Trustee Executors implements Bravura’s Sonata product for KiwiSaver....

People & Products • 12 March 2015

The AFA and PFL have named life insurer TAL as the 2014 Life Company of the Year....

Life/Risk • 12 March 2015

A former company director has been ordered to stand trial for seven counts of fraudulent misappropriation following an investigation by the Australian Securities and inve...

Life/Risk • 12 March 2015

The AFA and PFL have named life insurer TAL as the 2014 Life Company of the Year. ...

Life/Risk • 12 March 2015

Property spruiker to face court after ASIC finds payments of $431,000 to company accounts. ...

Financial planning • 12 March 2015

Most superannuation members are not thinking about what will happen to their super once they die, the Association of Superannuation Funds of Australia (ASFA) said. ...

Superannuation • 12 March 2015

Super fund members are either unaware of what to do or overwhelmed by the issue according to ASFA...

Superannuation • 12 March 2015

TPD life and income protection insurance policies tied to superannuation should be tied to Australians' tax file numbers, an investment analyst believes....

Superannuation • 12 March 2015

TPD life and income protection insurance policies tied to superannuation should be tied to Australians' tax file numbers, an investment analyst believes....

12 March 2015

The Money Management Platforms & Wraps Conference, 2015, scheduled for 29-31 July at Magenta Shores will examine the rise and rise of SMAs and how platforms are competing...

Financial planning • 12 March 2015

A new Money Management survey has revealed most accountants and planners would be preapred to establish an SMSF on the basis of FUM of $200,000 or less. ...

Superannuation • 12 March 2015

The future of platforms in a rapidly changing environment including the rise and rise of Separately Managed Accounts will be front and centre at this year's Money Managem...

Financial planning • 12 March 2015

A Perth based adviser has challenged politicians to run a successful risk insurance businesses under the models they are advocating claiming it would be impossible to do ...

Financial planning • 12 March 2015

The ISA has renewed claims that planners are extracting commissions of as much as $2.6 billion a year as part of its defence of default super arrangements. ...

Superannuation • 12 March 2015

A new Money Management survey has revealed most accountants and planners would be preapred to establish an SMSF on the basis of FUM of $200,000 or less....

Superannuation • 12 March 2015

A Perth based financial adviser has challenged politicians reviewing the sector to run successful risk insurance businesses under the models they are advocating claiming ...

Life/Risk • 12 March 2015

The ISA has renewed claims that planners are extracting commissions of as much as $2.6 billion a year as part of its defence of default super arrangements....

Superannuation • 12 March 2015
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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 1 day 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 1 day 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 4 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 4 days ago
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