ADVISERS

Editorial

ETFs have been growing at a rapid pace in the last few years, but as Janine Mace writes, this might be due to their potential, rather than the recent and current achievem...

image
Editorial

Australian financial advisers haven’t exactly embraced ETFs, despite the sector growing in popularity each year. Janine Mace finds adviser education is vital....

image
Financial planning

Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....

image
Financial planning

AIA Australia announced this week it had upgraded its online quoting and application tool for financial advisers, eAPP Express....

image
Financial planning

Spurred by regulatory change and technological advances, investment platforms are driving into traditional financial planning software spaces, including customer relation...

image
Superannuation

Chan and Naylor's David Hasib urges crackdown on "rogues" promoting and advising on SMSFs....

image
Financial planning

With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....

image
Financial planning

With dealer groups looking to service untapped markets, rural and regional Australia could represent a perfect growth opportunity for financial planners....

image
Editorial

On all the available evidence, the financial services industry is well on its way to finding a remuneration formula capable of meeting both the Government's requirements ...

image
Financial planning

Australian investors may have built up a so-called "wall of cash" as they cling to safety in volatile times, but new research conducted by Wealth Insights suggests planne...

image
Tools & guides

Finametrica founder Paul Resnik argues that risk profiling tools are all very well, but it is a financial adviser's ability to use those tools that really matters....

image
Life/Risk

Senior life/risk executives have told a Money Management roundtable that identifying real churn requires a closer understanding of lapse rates....

image
Editorial

With Baby Boomers starting to enter retirement, there is a growing realisation that retirement incomes products are insufficient and in need of an overhaul....

image
Editorial

A Money Management/Association of Financial Advisers forum dealing with the Financial Services Council’s framework on life/risk remuneration uncovered strong feelings and...

image
Funds management

Iress has extended its North American presence with the launch of its wealth management platform in Canada....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks 2 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks 2 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 3 days ago

ASIC has released the percentage of candidates who passed its August financial advice exam with the volume dropping to the lowest since November 2022....

2 weeks 2 days ago