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Financial planning

Australians working in the financial services sector believe they will have to move jobs to improve their chances of career progression, a new survey reveals....

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Superannuation

The proportion of total retirement incomes funds under management (FUM) held in Self-Managed Superannuation Funds (SMSFs) is set to taper off, as benefit payments exceed ...

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Financial planning

New research suggests SMSF advice is a prime area for consolidation....

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Funds management

SMSFs have on average only seven per cent of their total holdings in residential property hosing down claims that SMSFs are moving into that sector as investors....

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Financial planning

Resigning AWI chairman, Andrew Barnes, flags possibility of company pursuing action to recover van Eyk losses. ...

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Funds management

Managed investments and superannuation funds have underperformed their benchmarks through a combination of index hugging and high management fees with nearly fifteen per ...

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Superannuation

A perpetual investments survey showed advisers think a growing SMSF market is helping revive LICs....

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Superannuation

Baby boomers’ retirements coupled with the high rate of unemployment among young Australians will see a significant ‘brain drain’ from the nation’s workforce, a new repor...

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Financial planning

The ATO has issued another reminder for investors to voluntarily disclose offshore assets and income under Project DO IT....

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Superannuation

APRA-regulated fund members demand advice and good communication if super funds want to retain them, but most are not ready to pay for this advice. ...

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Editorial

The Commonwealth Bank has shrugged off its challenges to post a solid quarter....

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Superannuation

Super funds need to invest in advice structures, engagement, and member servicing to retain members but many are struggling to have clear strategies, SuperRatings said....

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Superannuation

People aged between 35 and 49 do not place value in going to a financial advisor, with only 15 per cent having done so....

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Financial planning

The Macquarie Group has announced a $678 million half year profit with its banking and financial services and managed funds business contributing heavily to the group’s p...

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Financial planning

There is potential for banks to provide products for children, as research finds they have saved more than $650 million....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 18 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 19 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago