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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. ...

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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. ...

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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...

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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...

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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...

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People & Products

AIA Australia has launched AIA Vitality’s second Australia’s Healthiest Workplace Survey, in a bid to promote employee health and wellbeing....

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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 ...

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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...

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Financial planning

A new survey has revealed significant support among superannuation fund executives and trustees for the in-sourcing of financial planning....

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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....

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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....

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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....

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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...

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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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Financial planning

Adviser Ratings has released a survey to advisers to understand who they thought were the best and worst insurers following ASIC’s review into life insurance claims....

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Never miss the latest news and developments in wealth management industry

Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

2 hours 23 minutes ago
Bob Duruncle

Closing MLC Wrap and forcing clients into an inferior platform was not a good start. In 2024 it's amazing that their new...

4 hours ago
John Hall

How about, like everywhere else in the world, we let PI insurers deal with events like this, rather than having financia...

18 hours 18 minutes ago

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

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 1 day ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago