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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 ...

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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...

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Funds management

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

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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...

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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 ...

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Financial planning

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

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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...

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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...

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Financial planning

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

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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...

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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?...

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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...

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Financial planning

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

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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...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 1 day ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago