FINANCIAL PLANNING

Policy & Regulation

Federal Treasurer, Scott Morrison has reminded NAB chairman, Ken Henry about his past authorship of tax proposals such as the mining tax and a tax on bank deposits....

Financial planning

Parents of all ages expressed concern about the financial future of their children, the domino effect on their grandchildren, and the ramifications on their own financial...

Funds management

Retirees and investors need to be prepared for rising interest rates and inflation, according to DNR Capital....

People & Products

Infocus Group has flagged the national roll-out of its partnership with H&R Block following a successful Queensland pilot program....

Financial planning

Stuart Arnold-Levy and David Heycock have been banned from providing financial services after an ASIC investigation....

Policy & Regulation

The major banks are facing a bipartisan pincer on the proposed bank levy with Federal Opposition leader, Bill Shorten backing such a move while continuing his calls for a...

Financial planning

The ATO has extended the lodgement date of SMSF returns thanks to feedback from professional and industry representatives....

Funds management

IMF Bentham has entered into an agreement to fund proceedings by a trustee against Australian Executor Trustees in relation to a forest scheme....

Financial planning

Demand for risk clients remained high from financial planners despite LIF, and most of the demand was for book sizes of $150,000 to $500,000....

Financial planning

Paul Barrett’s AZ Next Generation Advisory has extended its presence to North Queensland via an acquisition transaction with Menico Tuck Parrish....

Financial planning

Former BT Magnitude employee, David Murray has been announced as the new chief executive of Sterling Private Wealth....

Financial planning

The Budget measure allowing people aged over 65 to downsize their home and contribute an extra $300,000 to super has provided scope for new planning strategies....

People & Products

netwealth has delivered Futuro Financial Services a white-labelled diversified portfolio solution entailing Sterling Managed Investments and Joseph Palmer & Sons....

People & Products

Andrew Kennedy has been confirmed as chief executive of Total Financial Solutions Australia, moving up from his acting CEO role....

Editorial

Wayne Leggett explains why it is mortgage brokers, not planners, who have the upper hand in terms of influencing the amount of money they manage....

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 4 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....

4 weeks ago

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

2 weeks 2 days ago

BlackRock Australia plans to launch a Bitcoin ETF later this month, wrapping the firm’s US-listed version which is US$85 billion in size....

2 days 9 hours ago
moneymanagement logo