DIRECTOR

Financial planning

Uncertainty around the taxation of trusts is hampering small business and needs to be resolved by the Federal Government...

Financial planning

Australian business confidence showed signs of weakening across all states in November following strong gains in the months after the Federal election, according to the l...

Financial planning

A new ABS survey reveals that while recent retirees are still exiting the workforce at around 60, future retirees are expecting to retire after 65....

Financial planning

AMP's super product AMP Flexible Super has notched up over $10 billion in assets under management this month....

Financial planning

Managed discretionary accounts (MDAs) should be customised for individual clients, both to manage diverse expectations and meet new regulatory guidelines, an adviser says...

Financial planning

Specialist insurance funder Premium Funding has launched what it claims is an industry-first offering intended to provide clients with an alternative cash-flow management...

Financial planning

SMSF push results in purchase of Victorian practice....

Editorial

Brandywine’s Francis Scotland tells Mike Taylor that a continuing hang-over from the GFC may lead negative investors to miss the growth train in 2014....

People & Products

In a move to tap into the growth in popularity of exchange-traded funds (ETFs), BetaShares has appointed Lyndall James as director of adviser services....

Financial planning

The big four banks are closing the gap with the smaller banks on consumer satisfaction levels, recording a 79.6 per cent satisfaction score....

Financial planning

A ‘discipline and punish’ style approach to compliance from auditors does little to stop licensees from repeating the same shortcuts and mistakes, a financial adviser bel...

Superannuation

Super funds are on track to deliver their highest calendar year returns since the GFC, research shows....

Editorial

Christine Swanson was one of the key driving forces behind the launch of the Association of Financial Advisers’ Inspire initiative, which was created to connect and encou...

Editorial

Despite what many may think, equities are not a hedge against inflation, writes Dr Stephen Nash....

People & Products

Listed financial planning and accountancy firm Crowe Horwath has officially named Chris Price as its CEO and managing director....

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’...

2 weeks 1 day ago

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

1 month 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...

1 month 2 weeks ago

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

1 week 1 day ago

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

2 weeks 4 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. ...

3 weeks 4 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo