Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNERS

Financial planning

Financial Services Minister Bill Shorten has told financial planners they haven't managed to convince him the introduction of a two-year opt-in requirement would "beat th...

Superannuation

New Roy Morgan research has confirmed Australians are ill-prepared for retirement - but those who have obtained advice are better placed than most....

Financial planning

New data reveals degree to which business borrowers are paying a premium....

Financial planning

The latest World Wealth Report has revealed that high-net-worth investors want more from planners following the global financial crisis....

Financial planning

Government spending on aged care is projected to increase from 0.8 per cent to 1.8 per cent of gross domestic product over the next 40 years, since the number of people o...

Financial planning

Education has become a buzzword in the financial services industry. Angela Faherty takes a look at what the industry is doing to improve standards. ...

Superannuation

Advisers anticipate an increased administrative burden due to proposed changes around the administration of artworks and collectibles in SMSFs, and are likely to increase...

Superannuation

SMSF Weekly is a specialist update for professionals working in the self-managed superannuation sector....

Financial planning

Capital protected products, which received a boost amid the uncertainty of the global financial crisis, are now being shunned by financial planners as too expensive and i...

Editorial

The Government needs to consider all sides of the debate as it prepares to release the Future of Financial Advice draft legislation, writes Mike Taylor....

Financial planning

E&W Strategic Partners has announced a series of independently developed workshops aimed at helping financial planners make the transition to fee-for-service....

Superannuation

Many financial planners belonging to the baby-boomer generation will retire around the same time as the majority of their clients, creating a greater need for well though...

Editorial

The Opposition spokesman on Financial Services, Senator Mathias Cormann, unquestionably hit a strong note with financial planners when he late last month told an Associat...

Life/Risk

ASIC has refused to grant licensing relief to an insurance ratings service targeting financial planners....

Financial planning

A two-year opt-in proposal will reduce the cost of financial advice, with asset-based fees resulting in consumers paying up to 17 times more, according to the Industry 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’...

2 days 7 hours ago

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

3 weeks 6 days 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 ago

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

4 weeks 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. ...

5 days 1 hour ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 6 days ago