MONEY MANAGEMENT

Policy & Regulation

ASFA has welcomed confirmation this morning that the Federal Government will ensure superannuation is included in its international benchmarking of the Australian taxatio...

Financial planning

Financial planners who invested client funds in Westpoint schemes could be facing individual lawsuits over their recommendations....

Financial planning

Acadian Asset Management's Global Equity fund has emerged as the most consistent performer over the past three and five years in an international equity funds survey by P...

Financial planning

There’s no lack of motivation to invest in a international equity fund currently, but decidedly less information about which funds to invest in. Local research on interna...

Financial planning

The corporate regulator remains enthusiastic about creating additional model Statements of Advice (SOAs), despite only a “mutedly positive” response to the initiative fro...

Financial planning

Agribusiness investment schemes have been gaining greater acceptance with financial planners in recent years. Money Management spoke to a number of advisers and dealer gr...

Financial planning

Scott Keeley decided he had to make a career change by the age of 30, or remain a public servant forever. He chose a career in financial planning and joined a small pract...

Financial planning

Austock Life has acquired Brisbane-based friendly society Manchester Unity Limited, enabling the mutual life company to fulfil the demutualisation wishes of its members....

Financial planning

Investor enthusiasm for managed accounts, which include unified managed accounts, separately managed accounts and wraps, is expected to continue as the value of assets he...

Financial planning

TFS Corporation is expecting to maintain sales of its managed investment scheme woodlots in the current financial year....

Financial planning

Superannuation fund performance tables have come in for another round of criticism with financial planning partner at accounting and financial services firm HLB Mann Judd...

Financial planning

The Financial Industry Complaints Service has put off making a formal decision on whether its rulings can be internally reviewed until early next year....

Funds management

Despite consumer concerns over interest rates, the proportion of investors planning to purchase direct property in the next 12 months has dropped only slightly from 34.8 ...

Financial planning

Shadow shoppers seeking financial planning advice for ASIC’s current shadow shopping campaign are no longer at large....

Financial planning

The longstanding legal dispute between Equity Trustees Limited and the vendors of the Wealthpac Master Fund has been resolved....

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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 2 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 2 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 3 weeks ago

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

2 weeks 5 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks ago

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

1 week ago
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