FINANCIAL PLANNING INDUSTRY

Policy & Regulation

Finance Minister, Mathias Cormann, claims the Opposition’s efforts to create a further Senate inquiry into the planning industry is political opportunism at work....

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Policy & Regulation

Reports suggest the Labor Opposition will move to establish another Senate Committee inquiry into financial planning....

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Editorial

The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....

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Editorial

The financial planning industry suffered substantial collateral damage as a result of the collapse of Storm Financial but, as Mike Taylor reports, last week’s Senate Comm...

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Editorial

The Government may have moved to “rebalance” FOFA, but bipartisanship remains a forlorn hope....

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Policy & Regulation

Industry Super Australia has called on the Senate to disallow the Government’s FOFA regulatory changes claiming they will see a return to the bad old days....

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Financial planning

The future of the Seante Committee report into the performance of ASIC resides with the Government which is already signalling a cautious approach....

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Editorial

Providing regulatory backing for the separation of product sales from advice should be welcomed by the broader financial planning community....

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Funds management

The role of a business development manager (BDM) was not even in Greg Bird's thoughts until 2011, when he was approached by Lifeplan Funds Management for the Victoria/Tas...

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Editorial

When Money Management’s sister publication, Super Review, conducted a Post-Retirement and Ageing Forum in Sydney, it served to underline why the superannuation sector nee...

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Editorial

While both Treasury officials and economic commentators have strongly criticised the cost of superannuation tax concessions, Mike Taylor writes that one of the men who he...

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Editorial

Mike Taylor writes that ASIC is right to pursue managers with just as much vigour as it pursues financial planners when things go wrong. ...

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Editorial

Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...

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Financial planning

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

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Financial planning

New research confirms superannuation has been the driver for financial services growth and that financial planners still suffer from negative perceptions....

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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