Powered by MOMENTUM MEDIA
moneymanagement logo
 

DIRECTOR

Financial planning

Research company Tepana Financial Indices has entered into a partnership with My Dealer Group to launch what it is describing as a suite of indices to provide licensees w...

Superannuation

Even if an application made to the ATO is successful, the associated costs can significantly reduce the net proceeds the taxpayer receives - which can lead to unfair outc...

Editorial

While the gender balance of the executive ranks and company boards of financial services companies remain decidedly slanted, a growing number of women are breaking new gr...

People & Products

Bendigo and Adelaide Bank managing director's term extended by two years....

Accounting

ASIC has handed a NSW-based accountant a six-year ban from providing financial services following an investigation....

Superannuation

Irina Tan and Bryce Figot from DBA Lawyers explain the intricacies around dealing with the Australian Taxation Office and handling contraventions. ...

Superannuation

Coalition Senator, David Bushby questions Heather Ridout’s place on AustralianSuper board and her position on RBA....

Editorial

A pendulum has to swing both ways before returning to a centred equilibrium. Does this mean the next few months will see calm world markets? Fidelity’s Betty Ng writes....

People & Products

AMP has appointed SMSF Professionals’ Association of Australian (SPAA) technical director Peter Burgess as head of policy and technical across the institution’s SMSF divi...

Financial planning

With dealer groups across the industry struggling to retain planners, commentators are urging them to adopt the Net Promoter Score (NPS) system to get a better understand...

People & Products

Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....

Life/Risk

A Sydney insurance broker has been permanently banned from providing financial services following an investigation by the Australian Securities and Investments Commission...

Editorial

“If you don’t think financial advice on life insurance is a problem area for ASIC and for industry, please think again.” ...

Life/Risk

FSC chief executive John Brogden has once again called upon the life insurance industry to heed ASIC’s warning and self-regulate on churn while it can....

Superannuation

Super funds are on track to record the best returns in five years, according to new data released by SuperRatings and Chant West....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

14 hours 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 week ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 days 9 hours ago