MONEY MANAGEMENT

Editorial

What is an appropriate fee structure and level for an Australian equities fund for which performance fees are charged?...

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Editorial

This month PortfolioConstruction Forum asked the research houses: What is an appropriate fee structure and level for an Australian equities fund for which performance fee...

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Financial planning

Amid moves to address perceived conflicts of interest in the financial planning industry, questions have been raised about BOLR arrangements. Meanwhile, recent comments b...

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Financial planning

Government claims opt-in would cost around $11 per financial planning client is at best questionable and, at worst, entirely misleading, writes Mike Taylor....

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Policy & Regulation

The Federal Government would be likely to garner grudging (but majority) financial planning industry support for its Future of Financial Advice (FOFA) legislation if it w...

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Financial planning

A new Money Management survey reveals most planners believe opt-in will cost $100 per client - not the Government's $11 figure....

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Financial planning

Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...

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Financial planning

The Coalition is expected to scrutinise the circumstances under which APRA deputy chairman, Ross Jones, provided an assessment to US diplomats....

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Policy & Regulation

The uncertainty created by FOFA was a factor in Count board's decision to recommend CBA bid....

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Policy & Regulation

The Federal Government has released the first tranche of its Future of Financial Advice draft legislation. Money Management would like your views on the Government’s appr...

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Financial planning

Retention bonuses and open architecture are at the centre of CBA's bid to keep Count Financial planners on board....

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Funds management

Clearview has announced the launch of its wealth management platform with full wrap capabilities, which would be administered by Colonial First State (CFS) Custom Solutio...

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Policy & Regulation

The Government's proposed FOFA reforms have delivered a body blow to financial planner confidence with the majority expecting their businesses to be worse off as a result...

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Rate the raters

A Money Management survey has seen Lonsec come out on top as the best-regarded research house in the country. Mike Taylor reports....

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Rate the raters

Lonsec has yet again emerged as a favourite among dealer groups with its back-to-back victory in Money Management’s Rate the Raters survey, while van Eyk Research grabbed...

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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 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....

1 week 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