FINANCIAL CRISIS

Funds management

The revaluation of shares during the financial crisis has depressed the sector's long-term returns....

Financial planning

The recent round table discussion held by Money Management examined concerns over adviser education levels and their capacity to meet the individual needs of clients....

image
Financial planning

Van Eyk Three Pillars has advised shareholders against Dixon Advisory's proposal to take executive control of Three Pillars' board....

image
Editorial

Despite software cancellations, revenue for wealth management division up 4 per cent....

Financial planning

The Victorian Government has launched another campaign aimed at attracting financial services companies to the state....

Financial planning

Appoints Elixir Consulting managing director Sue Viskovic to board of advice program....

Financial planning

With investors profiting from India's growth, the new political environment augurs well for the country's future prosperity, writes INDY SINGH....

image
Editorial

The rapid expansion of the financial services industry in Asia was fuelled by an unprecedented bull market run. However, in the wake of the global financial crisis, some ...

image
Financial planning

There’s no time like the present to make salary sacrifice, personal deductible and non-concessional contributions into superannuation and take advantage of the market slu...

Financial planning

Rewards have dropped by 6.8 per cent while fixed income growth has slowed to 2.8 per cent....

Financial planning

Growing use of ROAs could render SoAAs redundant....

Life/Risk

Failure of high profile companies testing guidelines to the limit; questions as to whether PI insurers will continue to provide insurance to planners....

Financial planning

Client communication is the most critical determinant in achieving client loyalty and satisfaction, but research shows it is still being neglected by planners, according ...

Superannuation

The latest AMP Superannuation Adequacy Report has generated a surprise result suggesting that Australians are better prepared for retirement despite the global financial ...

image
Financial planning

The global financial crisis has slowed the flow of candidates for entry-level financial planning qualifications but, as AMAL AWAD reports, the education providers remain ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 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 2 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....

4 days 17 hours ago

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

1 week 2 days ago

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

2 weeks ago