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Financial services firms need to capitalise on resilience, agility, and efficiency to succeed in 2017, according to Deloitte....

Financial planning • 15 December 2016

ASIC’s regulatory guidance on managed accounts as well as enhanced features should see an uptick in adviser take-up of the platform, according to Tria Investment Partners...

Financial planning • 15 December 2016

The ATO should compensate accountants for their lost time and productivity due to the continuing technology issues with the ATO portal, according to the Institute of Publ...

Accounting • 15 December 2016

Retirees near thresholds with simple investments could be living off less than the full Age Pension as a result of pension cuts, according to ISA....

Superannuation • 15 December 2016

Prime Minister, Malcolm Turnbull has criticised the financial planning regime as he claims has allowed the creation of four day planners....

Financial planning • 15 December 2016

IOOF has today announced the appointment of Osvaldo Acosta to the newly-created position of portfolio manager, fixed interest....

Funds management • 15 December 2016

ASIC has released licensing exemption for fintech businesses which would allow the firms to test certain services without holding an Australian financial service or credi...

Policy & Regulation • 15 December 2016

Money Management wishes all its readers a Merry Christmas and a safe and prosperous New Year....

News • 16 December 2016

Trustees Australia and fintech operator, Cashwerkz, have announced a merger under which established businesses would buy a new platform and distribution network. ...

Funds management • 16 December 2016

Australian exchange-traded funds (ETFs) reached a new record of $24.6 billion in funds under management in November, according to the BetaShares ETF Review....

Funds management • 16 December 2016

While both industry and retail super funds were down in satisfaction in November, industry funds still retained their lead at 59.2 per cent, according to Roy Morgan....

Superannuation • 16 December 2016

The Federal Government’s crackdown on the black economy should include a focus on non-compliance with the superannuation guarantee in the cash economy. ...

Superannuation • 16 December 2016

SMSF trustees placed the most trust in accountants ahead of financial advisers, but financial advisers remained the most used advice source by SMSFs despite usage levels ...

Superannuation • 16 December 2016

ASIC chairman, Greg Medcraft confirms fintech companies who used the regulator’s Innovation Hub were already in the licensing fast-lane....

Policy & Regulation • 16 December 2016

Financial advisers have been identified as having a key role in the Government’s proposed MyRetirement regime....

Financial planning • 16 December 2016

ASIC has banned a Sydney adviser and representative of Brisbane-based Protect Ensure from providing financial services for three years for misleading and deceiving client...

Financial planning • 16 December 2016

Perpetual has today announced the promotion of Vince Pezzullo to the position of deputy head of equities, effective immediately....

Funds management • 16 December 2016

Nominations for Young Achiever of the Year, Paraplanner of the Year and Financial Planner of the Year are open!...

19 December 2016

The winners of the 5th Women in Financial Services Awards were announced on 26th October 2017. ...

Past events • 20 December 2016

Final agenda out now! Join us on the 2 - 4 August 2017 at the RACV Royal Pines Resort, Gold Coast. ...

Past events • 20 December 2016
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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’...

1 week 2 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. ...

2 days 15 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. ...

1 week 5 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. ...

2 weeks 5 days ago
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