MONEY MANAGEMENT

Editorial

With the commodities boom having reached its apex, there is little upside left in the Australian dollar, according to Brandywine Global's Francis Scotland....

image
Financial planning

Participants of a Money Management roundtable agree there are too many part-time financial planners living off large books of trailing commissions....

image
Life/Risk

The Financial Services Council has received support from the Australian Securities and Investments Commission for its new framework aimed at reducing churning in life/ris...

image
Financial planning

The head of TAL-owned Pivotal Financial Advisers, Maria Cheer, will be leaving the company as Craig Parker takes the role, Money Management has confirmed....

image
Life/Risk

MetLife foreshadows Australian growth based on its global employee benefits expertise....

image
Editorial

Mike Taylor writes that when FSC chief executive John Brogden announced the framework of new claw-back provisions around the sale of life policies, he reignited a debate ...

image
Financial planning

Baby boomers are more pessimistic about Australia's economic outlook than any other generation, according to RaboDirect's latest study....

image
Financial planning

Count founder Barry Lambert denies ever suggesting an unwritten non-compete code exists between dealer groups....

image
Financial planning

Australia's three professional accounting bodies are in danger of losing members heavily engaged in the financial planning industry over new standards being proposed by t...

image
Editorial

This month, PortfolioConstruction Forum asked the research houses: Key man risk is often cited by dealer group researchers and advisers as a sufficiently significant conc...

image
Financial planning

The Coalition will undertake a review of the industry's external dispute resolution arrangements next year if it is elected to government, according to Shadow Minister fo...

image
Editorial

Mike Taylor writes that the reputational damage often suffered by the financial planning industry might be substantially reduced if regulators and the media were a little...

image
Policy & Regulation

A Money Management roundtable has identified a key consequence of opt-in - orphan clients....

image
Financial planning

ASIC has cancelled the AFSL of 42-planner dealer group Morrison-Carr and permanently banned its sole director Dennis Cardakaris from providing financial services....

image
Editorial

Money Management’s Top 100 Dealer Group data has underscored the re-emergence of institutions as the dominant force in Australian financial planning....

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 3 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....

6 days 20 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 5 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 3 days ago