MONEY MANAGEMENT

Editorial

The Coalition signaled early that one of its first priorities if it won Government at the 2013 Federal Election would be 'Son of Wallis' – essentially an update of the Fi...

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Superannuation

First it was financial advice, now lawyers are targeting superannuation disputes....

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Financial planning

This is the final e-newsletter edition of Money Management for 2013. We’ll be back 6 January, 2014....

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Superannuation

An industry body representing SMSFs has rejected the idea of the sector being regulated by APRA, claiming the current framework is sufficient....

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Superannuation

New survey reveals super trustees and executives don’t believe their members understand their life insurance offerings....

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Superannuation

A new survey has revealed narrow majority support for making super funds subject to the same rules as publicly-listed companies....

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Superannuation

New survey confirms strong support for a single regulator approach to superannuation....

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Financial planning

The FPA is continuing to pursue enshrinement of the term ‘financial planner/adviser’ amid Government consideration of FOFA changes....

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Financial planning

Dealer group head calls for rigorous consultations before FOS moves to lift fees....

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Financial planning

Money Management has named Tupicoffs’ James Kenny its 2013 Financial Planner of the Year. ...

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Financial planning

Planners within Peter Daly’s new Beacon Group are being encouraged to sign up to a defence trust under the auspices of AIOFP....

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Financial planning

Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...

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Funds management

ASIC confirms new MDA guidelines likely in 2014....

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Life/Risk

Fortnum Financial Advisers is requiring the major risk insurers to meet a higher set of standards before they can be admitted to the group’s APL as “preferred insurers”....

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Editorial

This month, PortfolioConstruction Forum asked the research houses: For what types of funds are performance fees warranted, and what is a reasonable performance fee struct...

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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 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

3 days 6 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 1 day ago

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

1 week 6 days ago