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The SMSF Association has echoed the Association of Financial Advisers in warning the Government about the increased costs being imposed on planners via the establishment ...

Policy & Regulation • 6 October 2017

Industry Super Australia has attacked what it sees as a bank planner sales culture likely to impact choice of fund and suggested that policy-makers risked leaving consume...

Financial planning • 6 October 2017

Mike Taylor writes that the Financial Planning Association has made a good point when it suggests the legal professional privilege enjoyed by accountants places them at a...

Editorial • 6 October 2017

Managed accounts have been around for over 20 years but their use has risen suddenly in the last three to four years, particularly in the IFA market, Malavika Santhebennu...

Features • 6 October 2017

Eight years after the Global Financial Crisis investors are still facing bumps in the road with currency exposure. However, a new wave of advisers could help smooth the t...

Features • 6 October 2017

Modern portfolio theory might have served investors well when most were in accumulation phase but advisers need to focus on goals-based investing as more clients move int...

Features • 6 October 2017

The negativity surrounding ETFs has been from those who stand to lose the most – active managers, Arian Neiron writes....

Features • 6 October 2017

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....

Features • 6 October 2017

Investing in disruptor companies and avoiding those that have been disrupted are two key goals for investors as they grapple with the accelerated pace of change in the fa...

Features • 6 October 2017

The Australian Securities and Investments Commission has received a substantial increase in its powers over the past decade but there are no guarantees this will translat...

Editorial • 6 October 2017

There’s nothing Outsider enjoys more than an early departure from the office on a Friday afternoon, followed by his customary sally onto the golf course....

Outsider • 6 October 2017

A new niche reporting career path has been opened to Outsider’s eyes – financial advisers competing on reality TV. ...

Outsider • 6 October 2017

Following the various doings of former CPA Australia boss, Alex Malley meant Outsider became somewhat inured to chief executives utilising their oganisation’s social medi...

Outsider • 6 October 2017

ASIC has released its Cost Recovery Implementation Statement outlining its estimated regulatory costs in 2017/18 as part of the industry funding model. ...

Financial planning • 6 October 2017

Cromwell Phoenix Property Securities Fund has been reopened to new investors....

Funds management • 6 October 2017

Asia Pacific Data Centre Group’s board of directors has unanimously recommended to support 360’ Capital’s unconditional offer to acquire its securities....

Funds management • 6 October 2017

Real estate investment manager, TH Real Estate has appointed Martin Priestley as its new head of debt, Australia....

Funds management • 6 October 2017

The lift in education standards across the financial services industry has created a short supply in financial adviser and paraplanner candidates, according to Hays....

Financial planning • 9 October 2017

SuperGuard 360 has today announced its self-managed superannuation fund performance indices for the 12 months to 31 August 2017....

SMSF • 9 October 2017

Inflation is an important factor to consider in portfolio construction but it is far from an accurate measure for retirees, according to the Milliman Retirement ESP....

Superannuation • 9 October 2017
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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 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

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 3 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 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago