FEATURES

Features

Hannah Wootton talks to a young industry leader and soon-to-be financial planning graduate, Azaria Bell, to find out what advisers can gain from going back to university....

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Features

As well as offering diversification and an opportunity to benefit from the world’s booming population growth, infrastructure investments can help recession-proof portfoli...

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Features

Mike Taylor writes that the new assistant minister for Superannuation, Financial Services and Financial Technology will find some urgent matters sitting in her portfolio ...

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Features

A lack of women in the financial services industry is having a knock-on effect on the finances of women in Australia as women find themselves with a huge gap in retiremen...

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Features

Exchange-traded funds haven’t been offered on the Australian market for long. Their presence is already being strongly felt however, and Hannah Wootton looks at which pro...

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Features

Two of the major banks may have exited their wealth businesses and two more may be on their way out, but Mike Taylor writes that they have astutely kept the sweetest mors...

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Features

As 30 June approaches, advisers are starting to look at how to best leverage tax concessions to benefit their clients’ bottom lines. Even during a Federal Election campai...

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Features

Major banks and AMP Limited have exited life insurance, significant consolidation has occurred and the Royal Commission has delivered a verdict but, as Mike Taylor writes...

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Features

Anastasia Santoreneos writes that the JP Morgan Emerging Markets Opportunities fund is sticking to its objectives, and is all the better for it. ...

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Features

Technology can provide a helping hand for financial advice businesses adjusting to the post-Royal Commission industry landscape, Oksana Patron finds....

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Rate the raters

Despite a change in planners’ sentiment, Oksana Patron finds in the second part of Money Management's Rate the Raters survey that Lonsec remained their favourite research...

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Features

A sound portfolio should always have a fairly substantial exposure to Australian fixed income and there is a handful of bond funds which have stood tall over one-, three-...

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Features

Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...

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Features

In a year in which few sectors of financial services have avoided the eagle eye of Commissioner Kenneth Hayne and his counsels assisting, Hannah Wootton investigates what...

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Features

With the Aussie dollar having come under recent pressure, investors will find the best defence may lie in diversification, Nicholas Grove writes....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

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

9 months 2 weeks 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 ago

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

9 months 2 weeks ago