CHIEF EXECUTIVE

Financial planning

Fund managers with digitised short-form Product Disclosure Statements (PDSs) are altering the online accessory documents so often that they are in danger of accidentally ...

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Superannuation

Superannuation funds will soon have to provide consumers with greater transparency around investment risk with the introduction of a new industry guideline....

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Financial planning

Mandatory flood cover will not solve the problem of repeated flooding to at-risk areas, the Insurance Council of Australia (ICA) has warned....

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Financial planning

ClearView’s rapid growth in planner numbers and its high FUA per planner ratio has seen it named Dealer Group of the Year, writes Mike Taylor....

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Top 100

AMP Financial Planning, Australia’s largest dealer group, is Money Management’s Institutional Dealer Group of the Year. ...

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Financial planning

ClearView and AMP Financial Planning have taken out Money Management's 2011 Dealer Group of the Year Awards....

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People & Products

Fresh from expanding its boutique offering with the addition of two former UBS small cap asset managers in May, Bennelong Funds Management is again looking to add to its ...

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Financial planning

Now is no time for advisers to ease up in terms of lobbying local MPs around FOFA issues, according to AFA chief executive Richard Klipin....

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Financial planning

The Macquarie Group AGM has been told the company is in good shape, but faces challenges ahead....

Editorial

The Industry Super Network has again used research it commissioned from Rice Warner to substantiate its arguments on opt-in but, as Chris Kennedy reports, many of the Ric...

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Financial planning

Research used by the Industry Super Network (ISN) to support its advocacy of opt-in requirements has been panned by sections of the financial planning industry....

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People & Products

Colonial First State (CFS) has announced the appointment of Linda Elkins to the newly created position general manager of marketing & distribution....

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Policy & Regulation

The FOFA changes are weighing heavily on planners, prompting action by the AFA and Beyond Blue....

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Policy & Regulation

Financial planners are set to maintain their lobbying against the Government's FOFA proposals....

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People & Products

The Commonwealth Bank has appointed Ian Narev to succeed Ralph Norris as CEO....

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MARKET INSIGHTS

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

6 days 4 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 4 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 3 days ago