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Challenges to wills have been unrelenting as household debt grows so it is important to establish a watertight vehicle, writes Mercia Chapman....

Expert Analysis • 12 June 2023

With advice practices recording a slight uplift in profitability after years of decline, Business Health has outlined five key trends contributing to the change. ...

Financial planning • 12 June 2023

With the end of financial year around the corner, maximising concessional super contributions and 2024 tax planning will be on advisers’ minds....

Editorial • 12 June 2023

Ahead of the 2023 Fund Manager of the Year Awards on 22 June, Money Management spoke to finalists of the Infrastructure Fund of the Year category....

Funds management • 12 June 2023

The finalists of the Global Property Securities Fund category at the 2023 Fund Manager of the Year Awards have shared their insights with Money Management....

Funds management • 12 June 2023

Sunny Bangia, portfolio manager and founding equity partner at the investment manager, has left the firm after eight years. ...

People & Products • 12 June 2023

E&P Financial Group and K2 Asset Management are in battle with an activist manager around the best way to handle the troubled US Masters Residential Property fund....

Funds management • 12 June 2023

The finalists of the Australian Property Securities Fund category at this year's Fund Manager of the Year Awards have shared their thoughts on navigating a high-interest,...

Funds management • 13 June 2023

The Munro Global Growth Fund has benefited from the share price spike seen in Nvidia that valued the company at US$1 trillion....

Funds management • 13 June 2023

With SuperRatings estimating a 0.2 per cent loss on the median balanced option in May, advisers are encouraged to temper client expectations on their super fund returns. ...

Superannuation • 13 June 2023

Speaking to Money Management, Mason Stevens’ CIO, Jacqueline Fernley, has discussed the three key things advisers need to consider when working with an outsourced asset c...

Financial planning • 13 June 2023

Superannuation funds are expected to be the big winners in this year’s Quality of Advice Review as Association of Superannuation Funds Australia deputy chief executive, G...

Financial planning • 13 June 2023

The government has issued its formal response to the Quality of Advice Review,  covering removing regulatory red tape, expanding access to retirement income advice and ex...

Financial planning • 13 June 2023

Minister for Financial Services, Stephen Jones, has said the government will review the remaining eight recommendations in the Quality of Advice Review by the end of the ...

Financial planning • 13 June 2023

The wealth manager has acquired a 20 per cent stake in Euree Asset Management, a new firm headed by former AFL player James Hird, which will soon launch three fund option...

Financial planning • 13 June 2023

The Australian ETF industry has recorded its strongest inflows year to date in May, receiving over $1 billion in inflows during the month....

Funds management • 14 June 2023

Three financial advisers, including a former chair of the Financial Planning Association of Australia, have been awarded a Medal of the Order of Australia in this year’s ...

People & Products • 14 June 2023

The government has announced it will adopt the bulk of Quality of Advice Review recommendations, which has been largely welcomed by industry bodies....

Financial planning • 14 June 2023

OnePath Custodians has been fined $1.46 million for failing to direct 125 member contributions to a MySuper product....

Superannuation • 14 June 2023

A Western Australian financial adviser is on trial for allegedly stealing $1 million from the superannuation accounts of eight clients to fund his gambling habit....

Financial planning • 14 June 2023
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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago