Powered by MOMENTUM MEDIA
moneymanagement logo
 

BEST INTERESTS

Financial planning

Underlying hot topics like the commissions debate, Australia’s insurance gap and compliance is the need to boost consumer confidence and reinforce the value of advice, ac...

Financial planning

The Parliamentary Secretary to the Treasurer, Chris Pearce, has indicated the Government will not intervene with prescriptive legislation as to whether fee or commission ...

Financial planning

Financial Planning group Deakin Financial Services will be closed on May 15, leaving close to 45 financial planners looking for a new home....

Editorial

Abstract Goes Here...

Financial planning

A Queensland forestry agribusiness fund manager is looking at a possible ASX listing as it plans an exit strategy for its investors....

Financial planning

Advisers are often so busy looking after their clients’ best interests that they forget to adequately take care of their own, especially when it comes to protecting their...

Financial planning

Independent dealer group Count Financial has announced it will scrap an incentive program that rewards its planners for placing funds into preferred platforms, even thoug...

Financial planning

Investors are less interested in the fees-versus-commissions debate and much more interested in finding an adviser they can depend on, writes Craig Dunn....

Financial planning

The Australian Democrats have indicated they will back a policy to ban commissions on compulsory superannuation guarantee (SG) contributions if it is shown financial advi...

Financial planning

The Australian Democrats have moved quickly to outline elements of their superannuation policy ahead of next month’s Federal election by announcing a five point plan whic...

Funds management

The Australian Prudential Regulation Authority (APRA) has permanently disqualified two former Harts Australasia executives from the industry for failing to demonstrate du...

Superannuation

Advisers need to take special care when working on estate plans for divorced clients. Julie Bennett reports....

Funds management

Australian Unity will suspend inflows into its Healthcare Property Trust for up to six months as the fund has fallen victim to its own success according to the fund mana...

Financial planning

The ‘who owns the client’ debate refuses to lie down and the Privacy Act appears to be fuelling the fire. JULIE BENNETT reports....

Financial planning

Fallout from the Hartley Poynton case has not abated with continuing interest into how this judgement may set the ground rules for further court action involving advisers...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

2 weeks ago

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

3 weeks ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 1 day ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

4 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 5 days ago