DIRECTOR

Financial planning

Griffin Financial Services director, Ray Griffin, says he has eschewed annuities since the 90s when rates became less favourable. He prefers to go direct to market to cre...

Financial planning

Australians are now one of the world’s largest spenders, due to the property market boom, but are continuing to outlay more than they are able to earn, according to direc...

Funds management

Leading industry researchers have called for changes to the direct property sector to match investor expectations on fees, diversification and liquidity....

Superannuation

New research conducted by Mercer Oliver Wyman in the UK has identified four distinct life stages in the 50 plus age group, which it feels financial product providers will...

Funds management

Thirty per cent of Australians view property as their preferred asset class, according to Elderslie Finance Corporation’s third investment opinion survey, up from 17.5 pe...

Financial planning

Aurora Funds Management has released an absolute return fund to provide investors with access to the global fixed income markets....

Financial planning

As one of the early pioneers in emerging markets, Acadian can boast that it’s original investment team, formed when the manager launched its first portfolio in 1994, are ...

Financial planning

Working together since 1997, the Morgan Stanley Investment Management team claims to have achieved strong performance throughout a complete market cycle....

Financial planning

The Australian Securities and Investments Commission (ASIC) is currently working on a project that aims to crackdown on people providing unlicensed financial advice....

Funds management

A Melbourne-based fund manager has launched its first retail property, which includes government-leased properties as the assets....

Financial planning

This year is shaping up to be a strong one for economic growth, according to Grange Securities director of economic research Stephen Roberts....

Financial planning

The SMS Advising Group has had its Australian Financial Services Licence revoked by ASIC....

Financial planning

Despite being a relatively new concept for Australian investors, structured products’ assets under management will increase threefold within the next three years, accordi...

Financial planning

According to one researcher, every Australian financial planner uses about 2.5 platforms in their practice. Platforms were originally set up to provide the back-office su...

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 week 2 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 11 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo