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Funds management

First home buying has fallen to its lowest level ever, making up just 6.9 per cent of all home loans, down from a previous long-term national average of 15 per cent, acco...

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Financial planning

The Commonwealth Bank’s financial advice remediation program has attracted more than 4500 cases from aggrieved customers in its first few months, an independent review ha...

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Superannuation

SMSFs breed more satisfied Australian customers than their industry and retail counterparts, according to a survey. ...

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Financial planning

BTFG has gained some key insights from those using its adviser register and comments facility, Adviser View....

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Financial planning

The changing financial services landscape looks promising for job growth, particularly in the risk area where prospective employees can cash in on tighter regulations. ...

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Policy & Regulation

Most financial planners believe they will have to increase the fees they charge clients as a result of the Future of Financial Advice (FOFA) reforms, a new survey reveals...

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Superannuation

Australian superannuation funds are targeting alternative investments and taking on greater risk in an effort to meet members’ expectations, a report shows. ...

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Superannuation

SPAA’s Graeme Colley claims ATO data does not support suggestions young people are rushing to set up SMSFs....

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Superannuation

Latest figures from the ATO has debunked the myth that more young people are piling into SMSFs and that trustees are bulking up on residential property according to SPAA....

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Funds management

Boutique funds management organisation, Treasury Group, has completed its merger with US-based Northern Lights Capital Group as previously announced....

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Financial planning

New research has revealed planning profits were being eroded by FOFA well before the Senate’s disallowance of the Government’s changes....

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Financial planning

More women are employed in financial services than men but still lag in leadership roles and still face sizable gaps in their remuneration...

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Superannuation

Single retirees will need to spend $767 more a year to afford a comfortable retirement, the ASFA Retirement Standard showed....

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Funds management

The median Australian share fund manager was below par from the index return by 0.3 per cent over October, Morningstar Institutional Sector Survey showed....

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Superannuation

Australian super funds’ median growth fund returned 1.4 per cent over October 2014, according to the Morningstar Australian Superannuation Survey. ...

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Never miss the latest news and developments in wealth management industry

Big Feller

This can't be a surprising development. I'm sure every Financial Planner in Australia has had an experience of being sc...

11 hours ago
One foot out the door

Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...

15 hours 58 minutes ago
Craig Offenhauser

I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...

3 days 10 hours ago

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

10 months 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 2 weeks ago

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

10 months ago