Powered by MOMENTUM MEDIA
moneymanagement logo
 

MONEY MANAGEMENT

Financial planning

Platforms, financial advisers and clients alike are about to be swept along by the impact of technological innovation on platforms, as Kelly Power explains. ...

Financial planning

Independent research into some of the issues confronting advisers who take the plunge “off-platform” also identifies occasions when it makes sense to move, writes Linda E...

Financial planning

ASIC’s senior executive leader Ged Fitzpatrick has defended the role of fast-tracked pre-election regulatory change in the wake of RG148....

Financial planning

Former ACCC chairman Graeme Samuel says the issues which prompted the Commission to reject NAB’s bid for AXA Asia-Pacific have changed little....

Financial planning

A former WealthSure planner who has been ordered to pay $1.7 million in damages to a client is unlikely to pay the claim after he declared himself bankrupt....

Editorial

Is the situation a repeat of ‘94 and bond yields and bubbles? I’m going to throw that straight to the author of the question, and that’s Jeff. ...

Editorial

Industry Super Network CEO David Whiteley has made an appeal to financial advisers to give FOFA a chance to work before rushing to have the reforms amended. ...

Funds management

Morningstar has been named the Money Management Research House of the Year, wresting the title from Lonsec which had won it for the past several years....

Financial planning

ASFA chief Pauline Vamos urges Commonwealth departments and agencies to continue working on the implementation issues around financial services legislation despite the Go...

Financial planning

Well-known financial services lawyer Peter Bobbin and his firm are now part of a wider legal and wealth management group after its parent company purchased a financial ad...

Financial planning

Planner sentiment has taken a dive over the last three months and there is more than one reason for it, according to Wealth Insights....

Financial planning

A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...

Life/Risk

Adviser remuneration is only one part of the equation on life/risk churn, says AFA chief executive Brad Fox....

Top 100

Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....

Top 100

While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 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 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 5 days ago