CHIEF EXECUTIVE

People & Products

Professional Investment Services (PIS) has announced the appointment of Len Sanders as chief information officer....

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Policy & Regulation

The Association of Financial Advisers says exposing the degree to which the Industry Super Network was driving the Future of Financial Advice changes represented one of t...

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Financial planning

Even if financial planners don't agree with the findings of ASIC's recent shadow shopper survey, they should consider attending upcoming workshops addressing the findings...

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Superannuation

Big building industry super fund resists calls for independent directors, claiming industry expertise is more valuable....

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Superannuation

Recent questions around superannuation funds' exposure to equities have promoted the benefits of self-managed super funds in delivering flexibility, according to the SMSF...

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Superannuation

ASFA has warned that the Government's inaction on CGT relief will be an impediment to its implementation of Stronger Super....

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Financial planning

Challenger has launched a new pension product that provides fixed cash flows immune from interest rate and market movements....

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Financial planning

Specialist superannuation and investment platform provider Wealthtrac is continuing to market its services to independent financial planners, having rebuilt FUM back to l...

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Financial planning

The financial services industry has posted a 9.6 percentage point drop in hiring sentiment for the April-to-June period, according to the results from Hudson's latest 'Em...

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Financial planning

More clients would prefer their planner picked up the phone, while two in five don't even perceive they use the services of a planner, according to a Leap of Faith survey...

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Funds management

Almost a year after starting up boutique fund manager Avoca Asset Management, former UBS small caps analysts John Campbell and Jeremy Bendeich are starting to significant...

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Superannuation

Superannuation and investment platform provider Wealthtrac claims it has grown FUM back to levels close to those achieved prior to the GFC....

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Editorial

Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...

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Editorial

If the comments section on the Money Management website is to be taken as a guide, then the Financial Planning Association continues to weather strong criticism over the ...

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Financial planning

SPAA has warned the jump in ECT breaches may only get worse when the concessional contribution cap for those aged 50 and over, with a superannuation balance over $500,000...

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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 1 week 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...

4 days 12 hours ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

4 weeks 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 3 days ago