BUDGET

Financial planning

While the measures in this year’s federal budget may seem minimal, MLC has broken down the “little pieces of gold” and client opportunities for financial advisers to maxi...

Financial planning

Treasurer Jim Chalmers has handed down the federal budget for 2025–26 with a focus on retaining stability and certainty for the financial services sector....

Financial planning

A poll of financial advisers has revealed aged care policies and the housing shortage crisis are among their greatest concerns ahead of the federal budget on 25 March....

Financial planning

Shadow minister for financial services, Luke Howarth, has described his counterpart Stephen Jones as being “asleep at the wheel” when it comes to financial advice....

Financial planning

The Financial Services Council and Financial Advice Association Australia have welcomed the 2023 budget from Treasurer Jim Chalmers but feel there is a lack of informatio...

Funds management

With significant action towards sustainable finance announced in the 2023–24 budget, the building blocks are now in place for meaningful change, according to RIAA’s chief...

Funds management

The major bank's chief economist said the RBA may hike rates further, despite stating he is "worried" the economic slowdown would be sharper than projected in the governm...

Funds management

Treasurer Jim Chalmers has warned economic growth is expected to slow significantly to 1.5 per cent in 2024....

Funds management

Treasurer Jim Chalmers has handed down his second Budget, outlining how Labor is preparing Australians for its ‘defining decade’ by helping with cost-of-living pressures....

Financial planning

In its 2023-24 pre-Budget submission, the FPA has suggested two amendments which could improve the working situation for financial advisers. ...

Financial planning

The Budget was light on measures for advisers but two initiatives need to be on their radar when it comes to clients’ portfolios....

Financial planning

In his first Budget speech, Treasurer Jim Chalmers has warned inflation will peak at 7.75% by the end of the year and that Australia cannot escape global market turbulenc...

Financial planning

The first Budget of the new Labor government “demands a different response” as Treasurer Jim Chalmers deals with tough economic conditions....

Financial planning

The Financial Planning Association of Australia has urged the Government to extend the freeze on the ASIC levy for one more year, among several Budget recommendations....

Financial planning

CPA Australia has called out Labor for failing to include more support for small businesses in Opposition leader Anthony Albanese’s Budget reply speech....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

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

2 months 1 week ago

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

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 3 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 5 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

5 days 8 hours ago
moneymanagement logo