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Funds management
Emerging market funds have actually out-performed the S&P/ASX 200 index over the past three years, but participants in Money Management’s January Investment Analyst webin...
Financial planning
The Association of Financial Advisers has warned ASIC that the nature of its industry funding regime is such that the vast majority of good financial advisers is being ma...
Financial planning
Self-licensed advisers may be independent but desire peer-based learning to see how other businesses implemented solutions and strategies....
Life/Risk
AMP and the Black Dog Institute have designed a program to provide its staff and advisers the tools to manage difficult and challenging conversations about mental health....
Financial planning
The Australian Securities and Investments Commission deputy chairman, Peter Kell has accused insurers, advisers and others in the life/risk industry of blame-shifting and...
Financial planning
Accountants have helped drive a 51 per cent increase in the number of new advisers listed on the Australian Securities and Investments Commission Financial Adviser Regist...
Financial planning
Advisers need to do more in educating clients on responsible investing as one-in-five people do not know where their super is invested in and believe their super is inve...
Financial planning
Delegates to Money Management’s Fintech Platforms and Wraps Conference have nominated restoring trust in financial planners as an industry priority....
People & Products
Samuel Fenning has joined his brother Matthew as a director of Fortnum-licensed Fortuity Strategic Advisors....
Superannuation
Superannuation funds which offer post-retirement products will be inherently conflicted with respect to member best interests and should not be afforded a legislative car...
Financial planning
ANZ Wealth has launched a pre-assessment tool aimed to help advisers improve client experience....
Financial planning
Advisers need to express and demonstrate the long-term benefits of paying a higher fee in return for excess returns as strong market conditions are not going to stay the...
Financial planning
Financial planners and accountants were hamstrung by the fact that software solutions for the two areas worked in silos and could only be integrated manually by advisers....
Financial planning
Tax Practitioners Board chair, Ian Taylor has called on financial advisers to complete the transitional option registration before 30 June....
Financial planning
Centrepoint has launched a new online application portal to streamline the transition process for new advisers starting at the firm....
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...