MONEY MANAGEMENT

Financial planning

Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....

Financial planning

The Money Management/Dexx&r Adviser Choice Risk Awards, now in their third year, are based on a number of criteria and processes....

Editorial

Picking a fund manager that will consistently outperform over the long-term is like finding the pot of gold at the end of the rainbow. And while advisers have greater acc...

Financial planning

The 10 largest dealer groups in Australia added 475 advisers during the year to March 31, maintaining their share of advisers in the Top 100 dealer groups at 50 per cent,...

Top 100

This marks the seventh year Money Management has produced the Top 100 Dealer Groups Survey and it remains the most extensive report of its type in the industry. The surve...

Editorial

Money Management spoke to the stars of the international equities category of this year’s Fund Manager of the Year Awards about their views on investing in the global mar...

Financial planning

Results of the Commonwealth Bank’s review of Colonial First State will be announced before the end of February, as dealer groups and researchers call for a refinement of ...

Financial planning

Allegations of misleading conduct and mismanagement are behind a class action launched yesterday by 737 investors against AM Corporation founder David Smith and a former ...

Financial planning

Skandia may be one of the newer players in Australian financial services, having only opened for business in 2001, but the firm does come with extensive experience....

Funds management

In conjunction with Money Management, Assirt has created an assessment methodology for the Fund Manager of the Year awards that aims to recognise not only managers who ha...

Superannuation

The Commonwealth Bank of Australia appears as one of the Superstars on this year’s list of leading investment platform providers. It is the second largest group in terms ...

Financial planning

Financial planning practices attached to the ING-owned RetireInvest dealer group will be able to benchmark their practise against that of their colleagues, following the ...

Financial planning

One of the founders of the Deakin Financial Services dealer group, Murray Hills, has confirmed plans to launch a rival planning business, revealing the new venture would ...

Financial planning

The bar on professional standards in the financial planning industry has once again been raised by tough new rules which seek to eliminate conflicts of interest for advis...

Financial planning

Capstone Financial Planning has targeted New South Wales as the next stage in its growth plans with the dealer group now holding more than $1 billion of funds under advic...

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 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 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 months 2 weeks ago

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

2 weeks 2 days ago

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

3 weeks 4 days ago

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

4 days 12 hours ago
moneymanagement logo