FINANCIAL PLANNING

Funds management

Findex Group is continuing to grow its product offering through Centric Wealth’s $50 million investment in US-based global equities manager, Maverick Capital....

Financial planning

Research undertaken by ASIC points to institutionally-aligned planners having the most "passive" clients. ...

Financial planning

New research suggests few superannuation fund members have any real idea of the life insurance they hold inside super....

Financial planning

FPA chief executive Mark Rantall has asked members to imagine a profession that is highly regarded and urged them to get behind recommended changes to higher education an...

Financial planning

Not one of the 13 alternative investment strategies most actively sold by financial advisers is worthy of a gold rating, ratings house, Morningstar believes....

Financial planning

Planners should lift their knowledge about compliance and risk management issues as this area is often overlooked by research houses and is not actively overseen by regul...

Financial planning

Strong interest from Money Management readers sees plans for reignition of crowd-sourced pro-adviser campaign....

Financial planning

SPAA chief executive, Andrea Slattery, says SMSF trustees should feel comforted by the level of regulatory scrutiny the sector receives....

Financial planning

Son succeeds father as CEO at Hewison Private Wealth....

Financial planning

A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....

Financial planning

Financial advisers need to start thinking about flat fee for service arrangements becoming the new normal....

Financial planning

Certainty around the FOFA reforms is set to provide financial services sector employers with the security to increase staff numbers a new survey reveals....

Financial planning

The Capital Markets Cooperative Research Centre says ASIC chairman, Greg Medcraft, is off the mark when he pushes for a national exam in the absence of evidence it will a...

Financial planning

Platform providers are still bleeding hundreds of millions a year on regulatory compliance, at the cost of improved functionality, an Investment Trends report shows. ...

Financial planning

The major industry funds groups want ASIC to receive better budgetary resourcing to regulate financial planners....

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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 3 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 4 weeks ago

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

3 weeks 5 days ago

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

2 weeks 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 5 days ago
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