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Financial planning
An end to grandfathered commissions in 2021 has proved the final straw for many financial planners who were still debating their future in the industry, according to prel...
Funds management
Amid concerns from institutional investors that the economic cycle is turning, Money Management singles out some top global bond funds to mitigate risk. ...
Financial planning
Only 16.8 per cent of wealth management product holders obtained their fund from a professional adviser, according to new results from Roy Morgan. ...
Financial planning
The Financial Planning Association has unsurprisingly had an overwhelming response to its questionnaire on adviser education reforms, with 1,700 members airing their worr...
Funds management
The popularity of Managed Accounts continues to grow, with funds under management increasing by 16.87 billion last year, according to the Institute of Managed Account Pro...
Superannuation
The average age of Australians intending to retiree in the next 12 months is 61.9 years, up from 58.2 years in 2014, reducing pressure on the Government to fund through p...
People & Products
AIA Australia has launched AIA Vitality’s second Australia’s Healthiest Workplace Survey, in a bid to promote employee health and wellbeing....
Financial planning
Adviser and client interest in managed accounts has never been higher and, commercially, there have already been some major winners. Money Management wants your views on ...
People & Products
Money Management’s upcoming Investment Analyst Webinar will examine the degree to which the man in the street in Shanghai and Beijing is helping drive global market senti...
Financial planning
A new survey has revealed significant support among superannuation fund executives and trustees for the in-sourcing of financial planning....
Superannuation
A survey of over 6,000 superannuation fund members has found that approximately 10 per cent of members intend to swap fund in the next 12 months....
Superannuation
While 37 per cent of Australians want to travel the world in retirement, 73 per cent plan to access the Age Pension, according to Sunsuper....
Financial planning
Sixty per cent of Australians failed a basic banking literacy quiz despite only 13 per cent believing their banking knowledge was below average....
Financial planning
New research from MLC has confirmed a ready market for financial advice with fewer than three-in-10 Australians receiving advice but high levels of satisfaction among tho...
Life/Risk
A Money Management survey has revealed overwhelming support for planners to be unconstrained by APLs with respect to the selection of insurance products....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...