TRUST

Financial planning

Just one in three customers believe the financial services industry can be trusted, according to the latest Deloitte report. ...

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Features

Australian fixed income funds that focus on their wholesale offering have given a fee rise to the retail funds that do not receive as much attention, Jassmyn Goh writes. ...

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Financial planning

Research commissioned by the Australian Bankers' Association has confirmed consumers’ lack of truck in banks....

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Financial planning

Delegates to Money Management’s Fintech Platforms and Wraps Conference have nominated restoring trust in financial planners as an industry priority....

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News

Small and medium business confidence had surged to the highest level since early 2010 with an eight point rise on a net basis....

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Financial planning

Perpetual has launched a new native title and community trust to strengthen relationships with Aboriginal and Torres Strait Islander community clients....

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Financial planning

More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....

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Features

Advisers need to bring things back to basics for clients to address barriers and perceptions of advice like complexity, inflexibility, and lack of engagement, Tim Mitchel...

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Features

Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....

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Financial planning

Despite the rapid rise of digital/robo advice, face-to-face advice will continue to dominate, according to research by Comparator Business Benchmarking....

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Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 12 hours ago
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 4 days 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 4 days 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 2 weeks 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