SURVEY

Financial planning

ASIC is seeking to hear the views of users in order to improve the design of its digital services and will be conducting interviews this month. ...

Financial planning

There is plenty of competition between dealer groups to take advantage of the uncertainty which has accompanied IOOF’s acquisition of MLC Wealth by recruiting attractive ...

image
Funds management

Investors are planning to double sustainable product allocations over the next five years and 88% have placed climate-related risks at the top of their portfolio concerns...

image
Funds management

Almost double the number of investors in Australia are investing in alternatives compared to their counterparts in Asia Pacific, according to PIMCO. ...

image
Financial planning

Financial advisers believe the industry needs to speak with one voice and over 80% of respondents to a Money Management survey have supported a merger between the Financi...

image
Financial planning

Despite the scaled advice focus of the Australian Securities and Investments Commission, most financial advisers believe the real answer to reducing advice costs lays in ...

image
Financial planning

Financial advisers know best how to reduce advice costs. Please complete this survey to tell us how....

image
Funds management

The majority of asset managers are unprepared to comply with the Uncleared Margin Rules aimed to reform the over-the-counter derivatives market after the global financial...

image
Funds management

Australian financial professionals are optimistic on their ability to grow their assets under management despite challenging conditions, more so than their global counter...

image
Financial planning

Many Australians will be using their tax returns cautiously this year due to the COVID-19 pandemic, according to research from Finder. ...

image
Financial planning

A merger of the Financial Planning Association and the Association of Financial Advisers rather than the creation of new financial planning body has emerged as the prefer...

image
Financial planning

The Financial Planning Association’s restructure has reawakened talk of a merger with the Association of Financial Advisers. What do you believe should happen?...

image
Features

While the COVID-19 pandemic has created a lot of stress, anxiety and uncertainty for financial advisers, one of the biggest positives has been the ability for them to hav...

image
Financial planning

Money Management is seeking feedback from advisers on how they view their business given the current investment environment. ...

image
Financial planning

The message from advisers to clients is ‘don’t crystallise your losses’, while the message from a Money Management survey of advisers to the Australian Securities and Inv...

image
 
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

 

MARKET INSIGHTS

JOHN GILLIES

SO NOW YOU ARE NOT ONLY A FUND MANAGER BUT A MIND READER AS WELL ? (Where it should have considered the orders were man...

15 hours ago
Nathan Baker

That's great. If any loss had occurred and clients eventually sue, that will probably occur after the PI has lapsed. Adv...

16 hours ago
Mark Marshall

It is about time that commentary put forward by the Financial Services industry's middleman is supported with hard facts...

1 day 7 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

4 weeks 1 day ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week ago