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Financial planners in the ACT feel the least valued by their employers of all Australian planners, the Money Management Salary Survey reveals. ...

Financial planning • 20 August 2015

Determining ethical investments is not black and white as some firms have varying business practices....

Financial planning • 20 August 2015

Australia’s new generation of planners are more likely to hold a BA in Finance, Economics or Accounting than their predecessors....

Financial planning • 20 August 2015

ASIC has issued a harsh assessment of how lenders are handling interest-only loans reminiscent of its critical analysis of life/risk advice arrangements....

Policy & Regulation • 20 August 2015

Wealth management has contributed strongly to a solid half for AMP Limited....

Funds management • 20 August 2015

ISA claims proposed changes to superannuation fund governance will create regulatory over-reach while the FSC calls the move good for the whole superannuation sector....

Superannuation • 20 August 2015

Financial planning software provider IRESS has announced positive half year results despite external challenges, as the company increasingly looks to expand its regional ...

News • 20 August 2015

Despite bagging a number of awards boutique fund manager SG Hiscock states its prime focus is performance across all of its strategies and, as Jason Spits writes, providi...

Funds management • 20 August 2015

Short-term managerial thinking has been attacked for damaging business and economic performance as part of a “quarterly results at all cost” mentality. How can companies ...

Knowledge Centre • 21 August 2015

Financial planners aged 65-plus are predominantly happy with their incomes as they wind down to retirement, the Money Management Salary Survey reveals....

Financial planning • 21 August 2015

Federation Centres sudden removal of its chief executive, Steven Sewell, is having a minimal impact on the company’s performance, Morningstar reports....

Life/Risk • 21 August 2015

Merit Wealth Financial Services is the latest client to partner with Midwinter and implement its AdviceOS software, with plans to roll out the cloud-based platform next w...

Financial planning • 21 August 2015

Lost super accounts with balances of less than $6,000 will be transferred to the ATO from 31 December 2016, to limit losses under proposed Government reforms....

Superannuation • 21 August 2015

Superannuation funds have posted strong returns for the second consecutive year with retail funds continuing to perform on par or above industry funds....

Superannuation • 21 August 2015

Sydney and Melbourne are proving popular with Asian commercial property investors, according to CBRE....

Life/Risk • 21 August 2015

Tax accountancy firm H&R Block launches no-advice self-managed superannuation fund administration offering....

Superannuation • 21 August 2015

AMP has combined the leadership of ipac and Charter and internally appointed Tim Mitchell-Adams to head the firms....

Financial planning • 21 August 2015

Former head of financial planning at ipac and Genesys, Matthew Fogarty, is the new GM of Garvan and MLC Financial Planning....

Financial planning • 21 August 2015

Perpetual Investments group executive, Michael Gordon, announces retirement at end of year....

Financial planning • 21 August 2015

TAL’s executive team is set to be bolstered by the addition of Macquarie’s Justin Delaney and AMP’s Anne Clarke....

Life/Risk • 21 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. ...

6 days 22 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
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