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The Royal Commission when combined with the Federal Election will dictate significant change for financial planners in 2019. ...

Editorial • 7 September 2018

Anastasia Santoreneos investigates whether the experts think platform prices will ever hit zero, and what the industry needs in platform pricing. ...

Expert Analysis • 7 September 2018

A goals-based-advice driven technical specialist, Sunitha Chamala, has won the Rising Star Award at this year’s Money Management Women in Financial Services Awards....

Awards • 7 September 2018

Felicity Cooper, from Cooper Wealth Management, has been crowned this year’s Financial Planner of the Year at Money Management’s Women in Financial Services Awards....

Awards • 7 September 2018

Advice RegTech’s Samantha Clarke has been named this year’s Innovator of the Year at the 2018 Money Management Women in Financial Services Awards. ...

Awards • 7 September 2018

According to Mary Delahunty, who has won Money Management’s Advocate of the Year award, being an advocate is all about fixing structural problems and speaking up on beha...

Awards • 7 September 2018

Kathleen Yeung, group chief financial officer, head of strategy at Qualitas, said she was “surprised and honoured” to be nominated in the Funds Management Executive of th...

Awards • 7 September 2018

Winner of the BDM of the Year Category in the Women in Financial Services Awards 2018, Colonial First State Global Asset Management’s Jeannene O’Day said she was very gra...

Awards • 7 September 2018

Angela Ashton, a founder and director of Evergreen Consultants and winner of the Investment Professional of the Year category in the Women in Financial Services Awards 20...

Awards • 7 September 2018

Jennifer Dean, a 21-year veteran of the superannuation industry and a prolific mentor of women, has won Superannuation Executive of the Year Award for 2018....

Awards • 7 September 2018

Showing that substance ultimately matters more than having a big name, the August FE Crown Ratings calculations saw some major fund managers awarded just one Crown on man...

Funds management • 7 September 2018

Suzanne Smith has taken out Woman of the Year at the Money Management Women in Financial Services Awards, on a night that acknowledged some of the women doing the most to...

Awards • 7 September 2018

FE Crown Ratings biannual look at new funds, which met the three-year history requirement for the first time, has delivered a fairly similar picture compared to the last ...

Funds management • 7 September 2018

Employers have a crucial role to play in supporting women’s advancement through the financial services industry, and this year’s Employer of the Year, TAL, takes this res...

Awards • 7 September 2018

Mark Gleeson explores how having too much money in superannuation could stop advisers’ clients maximising the retirement benefits available to them....

Tools & guides • 9 September 2018

The Banking Code of Practice does not need to be extended to banks, unions and societies that aren’t ABA members, says the Customer Owned Banking Association. ...

Financial planning • 10 September 2018

Industry super funds are working together to make consolidating multiple accounts easier for members, announcing a new initiative that should save eligible members an ave...

Superannuation • 10 September 2018

As the world approaches the 10-year anniversary of Lehman Brothers’ collapse, ASFA finds that the diversified nature if super funds have stood members in good stead....

Superannuation • 10 September 2018

The practices which led to ClearView ending its direct life sales and undertaking a $1.5 million remediation process will kick off today’s sixth round of hearings of the ...

Life/Risk • 10 September 2018

The Diploma of Financial Planning will continue to be the qualification of choice for many, according to Mentor Education Group....

Financial planning • 10 September 2018
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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’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

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ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

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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...

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The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

1 week 6 days ago