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FINANCIAL PLANNING
Features
The financial planning industry has probably accepted by now that change is a constant, stemming from legislation, regulation, or the Budget. Malavika Santhebennur wades ...
Features
Financial planners talk about what the costs of implementing FOFA have been for their practices even as they contemplate the next suite of changes stemming from tinkering...
Features
Malavika Santhebennur finds out what else is on advisers’ minds other than the 2016 Federal Budget and FOFA in part three of this feature....
Features
Decisions regarding tax this financial year have a lot to do with the upcoming federal election and possible legislative changes. Jassmyn Goh finds out how advisers can b...
Tools & guides
Using the wrong words in promotional material can land any business in hot water. David Court looks at the top 12 promotional problem words in financial services. ...
Editorial
The Money Management Fund Manager of the Year awards reflect an industry which, while not perfect, has a great deal to celebrate. ...
Superannuation
The Australian Institute of Superannuation Trustees has questioned whether SMSFs are appropriately pulling their weight in meeting the costs of regulatory supervision....
Financial planning
New research has revealed that younger Australians are leading the way with respect to savings and investments while older Australians focus on super and debt reduction....
Awards
Former executive director of financial planning at AMP Limited, Steve Helmich, has received the Money Management Lifetime Achievement Award....
Funds management
Cloud-based financial planning software provider, Adviser Intelligence, has signed a deal with investment technology firm Avocado Consulting....
Awards
Zurich’s D’Arcy Evans was crowned Business Development Manager of the Year at Money Management/Lonsec’s 2016 Fund Manager of the Year Awards....
Superannuation
Premium Wealth Management chief executive and Australian Unity PFS general manager, Paul Harding-Davis, is to depart the group for family health reasons....
Financial planning
The advice industry is to blame for the increased costs of stringent compliance regimes and reforms, with one planner saying “we’ve brought this on ourselves”....
Financial planning
Most people who sought financial advice were doing so at the last minute as they approached retirement, with many finding advice was out of reach for them....
Financial planning
A financial planning group has had to employ additional staff to comply with FOFA but its principal questions whether the benefits justify the costs....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....