FINANCIAL PLANNING

Funds management

Findex Group is continuing to grow its product offering through Centric Wealth’s $50 million investment in US-based global equities manager, Maverick Capital....

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Financial planning

Research undertaken by ASIC points to institutionally-aligned planners having the most "passive" clients. ...

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Financial planning

New research suggests few superannuation fund members have any real idea of the life insurance they hold inside super....

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Financial planning

FPA chief executive Mark Rantall has asked members to imagine a profession that is highly regarded and urged them to get behind recommended changes to higher education an...

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Financial planning

Not one of the 13 alternative investment strategies most actively sold by financial advisers is worthy of a gold rating, ratings house, Morningstar believes....

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Financial planning

Planners should lift their knowledge about compliance and risk management issues as this area is often overlooked by research houses and is not actively overseen by regul...

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Financial planning

Strong interest from Money Management readers sees plans for reignition of crowd-sourced pro-adviser campaign....

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Financial planning

SPAA chief executive, Andrea Slattery, says SMSF trustees should feel comforted by the level of regulatory scrutiny the sector receives....

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Financial planning

Son succeeds father as CEO at Hewison Private Wealth....

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Financial planning

A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....

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Financial planning

Financial advisers need to start thinking about flat fee for service arrangements becoming the new normal....

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Financial planning

Certainty around the FOFA reforms is set to provide financial services sector employers with the security to increase staff numbers a new survey reveals....

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Financial planning

The Capital Markets Cooperative Research Centre says ASIC chairman, Greg Medcraft, is off the mark when he pushes for a national exam in the absence of evidence it will a...

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Financial planning

Platform providers are still bleeding hundreds of millions a year on regulatory compliance, at the cost of improved functionality, an Investment Trends report shows. ...

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Financial planning

The major industry funds groups want ASIC to receive better budgetary resourcing to regulate financial planners....

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MARKET INSIGHTS

GG

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

1 month 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 1 week 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 1 week 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....

3 weeks 2 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....

3 weeks 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

5 days 12 hours ago