FINANCIAL CRISIS

Superannuation

Asset based fees have dropped by more than 20 per cent as assets plunge, while accountant fees rise on different criteria....

Financial planning

In the wake of the global financial crisis the financial software industry remains in a state of upheaval, with innovation relentless, competition fierce and smaller prac...

Financial planning

Will recoup $5.1 million in capital for shareholders....

Financial planning

Melbourne property group AustFin has launched a new property syndicate....

Financial planning

Large industry funds are increasing their footprint in the financial services landscape and beginning to look like diversified financial services businesses....

Superannuation

A new breed of retirement products is being introduced, with AXA flagging a new income guaranteed North offering at the same time as ING launches its first guaranteed pen...

Financial planning

Despite many unique challenges facing regional planners, they have proved surprisingly resilient amid the economic downturn. Benjamin Levy reports....

Editorial

Asian property is the next frontier, argues Jonathan Wu....

Editorial

DAMON TAYLOR reports on the successes – and failures – of fixed interest investments in light of the global financial crisis....

Financial planning

Advisers must overcome their clients' emotionally-driven approach to investment risk....

Top 100

The top life companies in the Money Management/Dexx&r Adviser Choice Risk Awards are devoting more resources to adviser and client education to tap into the surging risk ...

Financial planning

Investors have learned some hard lessons from the financial crisis, not the least of which is the significance of reading the fine print in a company's annual report....

Financial planning

Results of the 2009 Money Management/Dexx&r Adviser Choice Risk Company of the Year awards announced....

Financial planning

BENJAMIN LEVY reports on the growing use of reverse mortgages to shore up diminishing client wealth....

Financial planning

SARINA RUFFO considers the impact of bankruptcy on your assets, including superannuation and insurance proceeds....

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 3 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 2 weeks 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 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 1 day ago
moneymanagement logo