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Recent times have been challenging for value investors globally, as momentum and the chase for yield have dominated winning investment strategies. Is it time for the mar...

Knowledge Centre • 18 April 2016

Planners employed by superannuation funds are the least likely to have a third-level education, the Money Management Salary Survey reveals....

Financial planning • 18 April 2016

A former company director has been sentenced to over two years in jail for fraudulently misappropriating almost $300,000 of investor funds in a property development in Qu...

Financial planning • 18 April 2016

New data from the World Retail Banking Report is showing that fintech providers are making it increasingly difficult for banks to keep up....

Policy & Regulation • 19 April 2016

Investors and advisers are seeking tax effective structures to supplement super as proposed tax changes could see reduced retirement savings, according to Centuria Life....

Superannuation • 19 April 2016

National home loan sizes had their sharpest three month decline since 2000, according to fresh analysis from a comparison website. ...

Financial planning • 19 April 2016

Russell Investments' new equity solution achieves benchmark returns and a more than 50 per cent reduction in carbon footprint....

Funds management • 19 April 2016

Younger Australians are more open to getting advice than any other age group and they want to receive it online, a report reveals. ...

Financial planning • 19 April 2016

The academic achievements of financial planners is rising with an increasing number now holding Post Grad qualifications, the Money Management Salary Survey reveals....

Financial planning • 19 April 2016

CPA Australia Advice vows to remain indifferent to competition and to run its own race in the financial planning space....

Accounting • 19 April 2016

Complicated growth and policy environments in China and Japan create challenges for the region. Australia’s currency strength and lack of business spending are keeping pr...

Knowledge Centre • 19 April 2016

Poor management is the single biggest issue separating Australian planners from receiving the salary they believe they deserve, the Money Management Salary Survey reveals...

Financial planning • 19 April 2016

JBWere has continued to roll out its strategic plan to diversify research and distribution, announcing a deal with Moelis Australia....

People & Products • 20 April 2016

OneVue has added an international equities capability to its SMA service on back of growing demand for access to global trading markets....

People & Products • 20 April 2016

Commonwealth Financial Planning general manager, Harry Mitchell, has been appointed as chief executive of Mine Wealth + Wellbeing....

People & Products • 20 April 2016

Crystal Wealth has continued to grow its team and its funds under advice, including the recruitment of former FPA board member, Louise Lakomy....

People & Products • 20 April 2016

Perpetual Investments has promoted Josh Phillips internally to add to its global equities team, who will cover consumer, discretionary and other areas....

People & Products • 20 April 2016

Value doesn’t stem from superior stock selection but comes from a tactical and strategic approach to investing in growth and defence assets: Findex...

Financial planning • 20 April 2016

To fill a gap in SMSF graduate programs and to lift standards in the sector, a new SMSF qualification has been established....

Superannuation • 20 April 2016

There is high demand for the features that annuities offer but retirees lacked understanding of annuities, suggesting a need for financial advisers to educate them using ...

Financial planning • 20 April 2016
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 5 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 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 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

5 days 5 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 1 day 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 1 day ago
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