Search Page

Displaying results 160261 - 160280 of 185332

 

The planning arm of Bangarra Group - Bennelong Wealth Partners - has signed four veteran Macquarie Private Wealth (MPW) advisers as they open their own practice in Sydney...

Financial planning • 12 August 2015

The super industry needs to show why the cost of the government of improving the position of women is an advantage for the economy to help close the gender gap, according...

Financial planning • 12 August 2015

A specialist financial services lawyer has warned that any moves by ASIC to recover the costs of its investigations and prosecutions from those it convicts could end up b...

Financial planning • 12 August 2015

A strong Commbank result has been clouded by a profit decline in its Wealth Management business flowing from its advice remediation and compliance costs....

Financial planning • 12 August 2015

Clients undervaluing financial advice is one of the biggest barriers to planners obtaining the salary they believe they deserve....

Financial planning • 12 August 2015

Sean McCormack asks if it is still worth holding total and permanent disability insurance (TPD) in super given the impact Stronger Super changes have had on TPD cover ins...

Tools & guides • 12 August 2015

Fiducian Group has acquired a Sydney-based advice firm with $85 million in FUA, bringing the group’s total FUA to $1.71 billion....

Financial planning • 13 August 2015

BT Financial Group will ramp up its adviser rating site with more consumer tools - including the provision of general advice, financial literacy and detailed adviser work...

Financial planning • 13 August 2015

Robo-advice will not become a good substitute if it cannot meet the needs of clients in the same way as face to face advice....

Financial planning • 13 August 2015

Paraplanners feel valued by their employers, despite many feeling they are underpaid and lack opportunities to progress....

Financial planning • 13 August 2015

Perceptions that those running financial planning firms are making big bucks is wide of the mark for many of the industry’s top brass, data from the Money Management Sala...

Financial planning • 13 August 2015

Industry Super Australia has told the Australian Prudential Regulation Authority that retail super funds are disguising investment costs via the use of platforms....

Financial planning • 13 August 2015

ASIC bans former Westpac financial planner after he submitted nine false insurance policy proposals between May and September 2014....

Financial planning • 13 August 2015

Fortnum Financial Group is set to merge with netwealth’s subsidiary, Financial Planning Services Australia....

Financial planning • 13 August 2015

Almost two thirds of financial planners hold a bachelor degree or higher, with 25 per cent holding a Post Grad or Masters, the Money Management Salary Survey reveals....

Financial planning • 14 August 2015

ASIC has stated its plan to recover investigation costs will increase the speed of its work as those under investigation would seek rapid outcomes....

Financial planning • 14 August 2015

AMP SignatureSuper has been named Super Review Super Fund of the Year....

Superannuation • 14 August 2015

Planners in non-aligned practices earn more than those working for aligned groups....

Financial planning • 14 August 2015

The risk of including fixed interest in portfolios when interest rates are set to rise can be managed and even present an opportunity for advisers, Bill Bovingdon writes....

Tools & guides • 14 August 2015

While there has been plenty of investor consternation around recent events in China, Maple Brown Abbott’s Geoff Bazzan writes that the “A” share bubble need not burst the...

Tools & guides • 14 August 2015
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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. ...

6 days 23 hours 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 2 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
Powered by MOMENTUM MEDIA
moneymanagement logo