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A Queensland couple are facing civil action over allegations that they have been providing financial services without and AFSL....

Financial planning • 30 July 2015

Tasplan, Quadrant and RBF Tasmanian Accumulation Scheme will merge to create a single Tasmanian super fund after it received government support....

Superannuation • 30 July 2015

UBS Global Asset Management has expanded its Australian team to support its growth in client mandates and funds under management....

Funds management • 31 July 2015

The median Australian equity manager and super fund both posted negative returns for June but finished the financial year in the black....

Superannuation • 31 July 2015

Building consumer trust - not digital disruption - is the biggest challenge facing the wealth management industry, delegates at Money Management’s Platforms and Wraps con...

Financial planning • 31 July 2015

Former clients of WealthSure authorised representative, Colin Oberg, have secured a Federal Court ruling ordering the firm to pay $865,000 in compensation....

Financial planning • 31 July 2015

Financial services lawyer, Peter Bobbin, warns that ASIC has neither the culture nor the expertise to handle a product intervention power....

Financial planning • 31 July 2015

A global investment manager would like your help. We invite you to take a survey which asks questions about your views on industry trends....

Knowledge Centre • 31 July 2015

Moves to assess the landscape of financial planning should be lauded but, as Jason Spits writes, there needs to be more clarity as to who should populate that landscape....

Top 100 • 1 August 2015

Service providers are an essential part of the financial planning sector and, as Jason Spits writes, while advisers may recommended diversification in a portfolio they ap...

Top 100 • 1 August 2015

AMP and the big four control even less of the wider market than first revealed by Money Management and far short of the 80 per cent ownership figure often spoken about in...

Top 100 • 1 August 2015

Jason Spits writes that both aligned and non-aligned groups are reporting milder changes in their numbers than those seen in the past....

Top 100 • 1 August 2015

Australian Unity property fund rating upgraded by research house, Lonsec from Investment Grade to Recommded...

Funds management • 3 August 2015

Non-aligned financial services group Yellow Brick Road has signed a boutique manager to manage its newly launched YBR Protected Equities Fund....

Funds management • 3 August 2015

The focus on stability and move from volatility has led to the acceptance of lower returns instead of better approaches around investing....

Funds management • 3 August 2015

Five megatrends that defy market cycles will change the investment market permanently over the long term claims a Zurich investment manager....

Funds management • 3 August 2015

The Chinese Free Trade Agreement will boost the local funds management sector and provide exposure to the Chinese market, according to an FSC senior staffer....

Funds management • 3 August 2015

ASIC began proceedings in the Victorian Federal Court against failed land banking company Midland HWY, for appointing Hall Chadwick as administrators without notifying in...

Financial planning • 3 August 2015

Retirement savings targets need to focus on more than relatively subsistent living, according to BT Financial Group’s chief executive....

Superannuation • 3 August 2015

More superannuation funds are looking to insource service provision, but investment management is only for the mega-funds....

Superannuation • 3 August 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 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 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 3 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 3 days ago
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