The financial services industry has deep conflicts of interest and structural problems that fund managers and financial planners must seek collective solutions to accordi...
Money Management has been presenting the Financial Planner of the Year Award since 1987, and in 2004, received a record number of nominations from across Australia....
Understanding clients’ needs and helping them achieve their financial goals is the bedrock of Jo Tuck’s practice....
MMC Asset Management has provided an enforceable undertaking to the Australian Securities and Investments Commission (ASIC) following an investigation into unsolicited of...
Below are the full results of Money Management’s exclusive poll on attitudes to the soft dollar code released by the Financial Planning Association and the Investment and...
The Government’s proposed fee disclosure regulations have been defeated in the Senate, with the Australian Labor Party’s motion to disallow the draft rules passed with th...
Without a doubt, the introduction of the Financial Services Reform Act (FSRA) on March 11 was a watershed for the industry....
Michael Migro had a stellar career in Australia, but when he joined Principal Global Investors in the US, the world got a whole lot bigger. Freya Purnell reports....
Australians are carrying a risk of uninsurance of more than 75 per cent, with women at greatest risk of not being able to meet financial obligations in the case of death ...
AMP Financial Planning is set to close its employed planner support channel due to the cost of servicing the relative small number of in-house advisers in the group....
AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....
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. ...
The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...