While Indian fund managers have performed under the benchmark over the past year thanks to an outperformance in small and mid-caps, they have outperformed over the long-t...

The ATO’s Transfer Balance Account Report requirements is overkill, and the ATO has underestimated the amount of data that would be reported, BGL believes....

The Australian Securities and Investments Commission has said its role is to endorse, not enforce industry codes of conduct with enforcement being a role for industry ass...

The Financial Planning Association has told the Productivity Commission that planners are being strangled by the demands and costs of meeting the needs of seven different...

The Financial Planning Association claims the FOFA general advice exemptions are being misused and with consumers being placed at risk the time has come for the carve-out...

Money Management’s 2013 Woman of the Year, Fiona Trafford-Walker, looks at steps firms can take to help overcome challenges women face in the workplace....

Tail risk hedging is a better choice for most of investors today than constant proportion portfolio insurance (CPPI), according to a PIMCO study....

Three-quarters of Australians feel that fees are the most important factor when choosing a super fund, according to a survey....

SAI Global’s inaugural Consumer Trust Index has found financial services to be amongst the least trusted industries globally....

A study by global investment firm Dimensional has found investors rank peace of mind as the best benefit to having a financial adviser....

Most Australians trusted their financial adviser over their financial institutions, while there was disconnect between their risk appetite and expected returns....

The Australian Securities and Investments Commission has admitted it has emerged a winner with greater powers and more discretion with respect to Australia’s financial se...

The Government’s proposed new Australian Financial Complaints Authority has been dismissed as a politically-motivated ‘juggernaut Frankenstein’ aimed at deflecting the ne...

Paul Harding-Davis looks at the five retirement transition phases now that he is approaching the ‘sunset’ of his life....

Mike Taylor writes that while other options may exist, annuitisation has become the preferred foundation for the development of Government approved retirement income prod...

Hub24 head of marketing and distribution will leave the business after nearly half a decade....

Online stockbroker OpenMarkets Australia has paid a $200,000 infringement notice penalty to the Markets Disciplinary Panel....

Super funds trustees need to use big data to provide concrete evidence that they understand their members’ needs, according to Milliman....

Research from Roy Morgan showed mortgage stress increased at the end of the 2016-2017 financial year, despite lower rates....

Australian Securities and Investments Commission chairman, Greg Medcraft has confirmed reverse mortgages are currently the subject of regulatory surveillance....