Search Page

Displaying results 160701 - 160720 of 185318

 

Aussies are taking more control on their retirement savings as 52 per cent say fees and better performance were reasons to switch funds, according to a report....

Superannuation • 12 October 2015

Digital platforms lacked sophistication to provide future projections of investment mixes and enable consumers to understand investment models....

Financial planning • 12 October 2015

Curtin University research group argues the super system is skewed against women and lower income earners....

Financial planning • 12 October 2015

The Life Insurance Framework and other key issues are on the agenda when key planner groups meet with the new Assistant Treasurer, Kelly O’Dwyer this week....

Life/Risk • 12 October 2015

As the Parliament moves to consider super fund governance changes, Industry Super Australia has released research claiming the big banks are taking a third of all super f...

Superannuation • 12 October 2015

In the current volatile environment, Separately Managed Accounts (SMAs) offer investors of all sizes confidence, agility and control – and advisers a new means of creatin...

Knowledge Centre • 13 October 2015

To help build solutions and create efficiency, OnPay and AdviserLogic have integrated to make fee and commission data available for AdviserLogic users....

Financial planning • 13 October 2015

New findings from a report released by Roy Morgan show that only 6.6 per cent of Australians are using an adviser or personal bank to interact with their bank....

Financial planning • 13 October 2015

Accountants are being offered a licensing solution that will enable them to continue to provide SMSF advice without the loss of client control....

Financial planning • 13 October 2015

The paper on an industry funding model for ASIC fails to highlight its merits compared to alternative models working well in other jurisdictions, the Governance Institute...

Financial planning • 13 October 2015

Specialist lawyer urges advice firms to be wary of any moves by ASIC to have licensees trade away the monetary limits applying to EDR schemes such as FOS....

Financial planning • 13 October 2015

As a pure investment house, BTIM believes asset management firms are steering towards providing more solutions than just beta products, as investors demand more income in...

Financial planning • 13 October 2015

Boutique fund managers are set to benefit from fragmentation of the advice sector, with advisers breaking away from aligned groups to offer greater variety to clients....

Funds management • 13 October 2015

ASX has signed on broker Macquarie Online Trading to its mFund Settlement Service, bringing the total number of mFund distribution partners to 13....

Funds management • 14 October 2015

Recent research by ING DIRECT and the Financial Services Council into Australians’ views on superannuation has revealed an encouraging trend: Australians are increasingly...

Knowledge Centre • 14 October 2015

Members of Nikko Asset Management’s Global Investment Committee are less than optimistic about the outlook for corporate earnings and share prices in the US....

Funds management • 14 October 2015

Average ETF trade values fell by 22 per cent month on month in September, following a record breaking August, research reveals....

Funds management • 14 October 2015

SMSF trustees need to ensure their fund is compliant with SuperStream, or risk having their Super Guarantee contributions flow into a default fund....

Superannuation • 14 October 2015

Fragmentation of the advice sector will create more opportunities for boutique fund managers to prosper, experts believe. ...

Funds management • 14 October 2015

Midwinter secures return of business development manager, Justin Labruna, to head up the opening of its new Melbourne office....

People & Products • 14 October 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’...

1 week 6 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. ...

6 days 14 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 2 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo