Powered by MOMENTUM MEDIA
moneymanagement logo
 

BEST INTERESTS

Financial planning

Australian Unity Funds Management has found itself in legal dispute with David Tweed....

Financial planning

Neither the executive structure nor the operations will alter following Dai-ichi’s acquisition of Tower....

Policy & Regulation

The lift in financial advice standards proposed by the Future of Financial Advice (FOFA) reforms is a step in the right direction, but it is not enough, according to Glob...

Financial planning

The Senate has asked the Productivity Commission to create a new process for the selection and review of default superannuation funds....

Financial planning

The introduction of a statutory fiduciary duty for advisers could see the financial services industry return to the agent and broker models of its roots....

Financial planning

SSFS is looking for a new managing director after incumbent Peter McKillop announced his retirement....

Financial planning

The Association of Financial Advisers annual conference has been told planners should be careful not to disgard C and D clients....

Financial planning

Australia should use its trading clout with China to force Chinese companies to become more socially responsible, according to the chief executive officer of Global Curre...

Superannuation

AMP will be rolling out a superannuation member benefits report that the company says is designed to be highly personalised, easy to read and understand, and helpful for ...

Editorial

The Ripoll Review recently proposed the introduction of a statutory fiduciary duty for financial advisers. Tim Browne examines the importance of such an obligation for th...

Financial planning

Improving financial literacy of consumers remains a critical challenge for Australia’s financial services industry, according to Brett Jollie, managing director of ...

Financial planning

Stark differences exist between the financial services policies of the Government and the Coalition, according to the Minister for Financial Services, Chris Bowen....

Financial planning

Several industry fund executives have acknowledged the industry fund's war on commissions has caused collateral damage to financial advice and hurt the ability of super f...

Financial planning

The popularity of separately managed accounts (SMAs) continues to improve, with the second annual review of the Australian SMA sector from Standard & Poor's Fund Services...

Financial planning

The founder and chief executive of the India Equities Fund, John Pereira, has exited the company as part of its wind down....

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 2 days 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 1 day 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 6 days ago