MONEY MANAGEMENT

Editorial

Research Review is compiled by PortfolioConstruction Forum in association with Money Management, to help practitioners assess the robustness and disclosure of each resear...

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Superannuation

Money Management’s recent CPD Series Workshop on Retirement Incomes attracted strong attendance to hear top tier speakers discuss the emerging retirement incomes landscap...

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Editorial

A strong line of argument is being pursued by sections of the financial planning industry that the Government has been focusing its Future of Financial Advice (FOFA) chan...

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Financial planning

ANZ Wealth has announced a significant restructure of its executive ranks giving rise to a recruitment drive....

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Financial planning

Financial planning dealer groups and others using leading research house Lonsec have signalled they will be taking a 'wait and see' approach to the company, following its...

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Superannuation

SMSF Weekly is a specialist update for professionals working in the self-managed superannuation sector....

Financial planning

The front-running bidders to acquire Lonsec from Zurich are understood to have indicated they will not be moving to alter the dynamics of Lonsec's research and ratings di...

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Editorial

The Federal Government may have handed down its Future of Financial Advice (FOFA) proposals but that has not served to end uncertainty in the financial services industry....

Financial planning

Three times in a row makes it a hat-trick for Schroder Investment Management, which has once again been crowned the 2011 Money Management/Lonsec Fund Manager of the Year....

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Policy & Regulation

Money Management roundtable participants warn of unintended consequences of FOFA changes....

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Policy & Regulation

The Federal Government needs to go further in removing uncertainty and clarifying key settings around its Future of Financial Advice (FOFA) proposals, according to senior...

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Financial planning

Agribusiness managed investment scheme providers are attempting to provide more structure and security to win back investor confidence....

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Policy & Regulation

The FOFA reforms are a good start but do not go far enough to address the potential lack of disclosure regarding institutional and industry fund planners, according to th...

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People & Products

Dealer group Infocus Money Management has recruited Lyn Dixon as the new head of professional standards and compliance, to support, supervise and train advisers in the fi...

Policy & Regulation

More than 90 per cent of financial planners responding to a Money Management survey believe that the Government's current Future of Financial Advice (FOFA) changes will h...

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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....

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 6 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 4 days ago