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New research has confirmed that most Australians are reluctant to use the family home to fund a comfortable retirement....

Financial planning • 20 December 2017

The Financial Planning Association has urged flexibility around which degrees will meet the needs of the new Financial Adviser Standards and Ethics Authority....

Financial planning • 20 December 2017

The Commonwealth Bank of Australia has released a statement with regards to the $300,000 CommInsure will pay out after an ASIC investigation....

Policy & Regulation • 20 December 2017

The Federal Court in Melbourne has ordered a land banking scheme and its associated company to be wound up....

Policy & Regulation • 21 December 2017

The revised Banking Code of Practice had some positive initiatives for small business but there were still unresolved issues, according to the Australian Small Business a...

Financial planning • 21 December 2017

Perpetual Corporate Trust has broken new ground by being appointed as the Responsible Entity for Motgomery’s new exchange traded managed fund product....

Funds management • 21 December 2017

The Institute of Public Accountants has called the increase in registration fees for new SMSF auditors exorbitant and unnecessary. ...

Superannuation • 21 December 2017

Alternative beta manager Capital Funds Management has seen increased demand for alternative beta strategies from financial planners....

Funds management • 21 December 2017

Six Morningstar Investment Management funds have been awarded with Five Crown Ratings....

Funds management • 21 December 2017

The latest DEXX&R data confirms life companies are improving their bottom lines amid declining policy discontinuances....

Life/Risk • 21 December 2017

The Government’s new discussion paper around the early release of superannuation has canvassed the inclusion of victims of domestic violence....

Superannuation • 21 December 2017

BT Financial Group’s former head of platforms, Kelly Power, will emerge as part of the executive team at Colonial First State next year....

People & Products • 21 December 2017

Two life/risk advisers have entered into enforceable undertakings with the Australian Securities and Investments Commission which will see them being overseen by independ...

Financial planning • 21 December 2017

The Financial Services Council has finalised the approved product list (APL) standard it will apply to licensees offering life insurance products....

Financial planning • 21 December 2017

The entire team at Money Management wishes our readers a Merry Christmas and a great 2018....

Financial planning • 22 December 2017

Financial services group Spring FG Limited has announced the launch of a new fintech platform, MyMoney247....

Tech • 22 December 2017

The Government is seeking comment on draft legislation for the Asia Region Funds Passport which will enable Australian fund managers to offer their products in Asia....

Funds management • 22 December 2017

The Federal Government has released the exposure draft legislation granting the Australian Securities and Investments Commission product intervention powers and the abil...

Policy & Regulation • 22 December 2017

The FE Crown Ratings have revealed some ‘prodigy funds,’ which have earned the top five corwn ranking despite their comparative youth....

Funds management • 22 December 2017

The Australian Taxation Office has made clear that if it grants ‘key intermediary’ status to financial advisers, it will come with conditions around higher standards and ...

Financial planning • 22 December 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’...

6 days 13 hours 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 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. ...

2 weeks 2 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