CHIEF EXECUTIVE

Superannuation

More than half of SMSF trustees fail to change to a more defensive asset allocation as they move into retirement. ...

Superannuation

Coalition meets with senior industry figures and extends its commitments on super policy. ...

Financial planning

The Financial Services Council (FSC) will not go ahead with its application to the Australian Competition and Consumer Commission to have its insurance churning policy ap...

Financial planning

MLC-backed dealer group Godfrey Pembroke has added Tasmanian-based advice and accounting firm Collins SBA to its ranks....

Financial planning

Increased regulatory scrutiny faced by research houses from 1 September this year might result in increased costs....

Financial planning

Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...

Financial planning

Up-to-date insurance data feeds can improve practice management for financial advisers, but more insurers need to come on board, AFA chief executive Brad Fox said....

Financial planning

AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....

Superannuation

New research released at SPAA conference suggests SMSF trustees need adviser help on investment allocation....

Financial planning

Financial planning dealer group WHK has selected Morningstar Australasia as its research provider....

Financial planning

The Financial Services Council (FSC) is set to seek class order relief from provisions in the Trade Practices Act in order to implement its anti-churning policy, accordin...

Financial planning

Professional scepticism represents an integral ingredient for successful auditors, according to new research released by the Institute of Chartered Accountants (ICAA)....

Financial planning

New research has found that small shareholders have been dumping ASX300 holdings since before the GFC....

People & Products

Colonial First State Global Asset Management (CFSGAM) has bolstered its senior leadership team with three new appointments....

Superannuation

Government needs to assess the age pension to ensure it is sustainable, according to the FSC....

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....

1 week 5 days ago

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

3 weeks ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 5 days ago
moneymanagement logo