MONEY MANAGEMENT

Editorial

ASIC arguably chose a poor strategy when it sought to reassure consumers about its inaction on matters relating to the Reserve Bank of Australia-related companies, Secure...

image
Editorial

The Federal Treasurer, Joe Hockey, has signalled a “son of Wallis” review of the Australian financial system and, as Mike Taylor writes, the industry is already starting ...

image
Financial planning

Money Management breaks new ground by recognising high achieving women in the financial services industry. ...

Financial planning

A roundtable is warned that ASIC runs the risk of being sued if it tries to head off trouble in the financial services industry before it occurs....

image
Editorial

After a substantial part of the year when employers and employees seem to have been marking time in terms of job recruitment, things may be about to change, write Andrew ...

image
Superannuation

The AIST has signalled annuities as being a quick win for the Abbott Government if it moves to pull down regulatory barriers....

image
Editorial

Milana Pokrajac takes a look at the troubled dealer group WealthSure, its history and its plan to change what the regulator deemed a bad compliance culture. ...

image
Financial planning

Roundtable told that planner short-termism has made it difficult for fund managers to take 'big’ positions....

image
Financial planning

The FOFA fee disclosure requirements seem to have confused as many clients as they have informed....

image
Editorial

Given the nature of the relationships which traditionally exist between dealer groups and research houses, how many financial planners can actually claim to have a better...

image
Financial planning

Paul Derham draws on extensive recent research to provides tips to help financial planners sail through their next licensee compliance audit. ...

image
Financial planning

With obtaining and maintaining professional indemnity insurance cover one of the key challenges confronting planners, Money Management and Lawyers Weekly have combined to...

image
Editorial

Money Management congratulates the Coalition Liberal and National Parties on their convincing win at the 7 September Federal Election. However, in doing so, this publicat...

image
Financial planning

It is no secret that National Australia Bank is making a number of staff cuts across its business lines, but there are claims the timing could result in an unfair outcome...

image
Financial planning

Investor worries about financial markets are under control while market return expectations have jumped, writes Recep Peker....

image
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....

5 days 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 3 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 1 day ago