MONEY MANAGEMENT

Financial planning

Matrix Planning Solutions has added new generation platform Hub 24 to existing arrangements with Wespac’s BT Wrap and ANZ’s Oasis....

Financial planning

The Financial Planning Association is set to take the next steps in transitioning from an industry organisation to a professional association....

Financial planning

FPA board candidates query use of “independent assessments” on ballot papers....

Financial planning

The submission deadline for entries to the Money Management Financial Planner of the Year Award 2010 has been extended....

Financial planning

Infocus Money Management has grown its Queensland footprint with the addition of EKO Financial....

Financial planning

ING Life has taken out the top spot in this year’s Money Management/Dexx&R Adviser Choice Risk Awards....

Financial planning

The dealer group has added 15 new offices in the past financial year, according to managing director Darren Steinhardt....

Editorial

The criticisms increasingly levelled against ratings houses are often unfair and symptomatic of failings in the way their research is interpreted and applied, writes Mike...

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Financial planning

Financial planners are invited to submit their entries for this year’s Financial Planner of the Year Award....

Editorial

There is a heavy reliance on equities when it comes to investment portfolio construction, but getting the balance right is no easy task, writes Stephen Hart....

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Financial planning

Financial planners and dealer groups rank Lonsec as preferred ratings house on back of its research quality, client service and user-friendliness. Mike Taylor reports....

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Financial planning

A successful acquisition of AXA Asia Pacific by National Australia Bank (NAB) would have a far more significant impact on the use of platforms by financial planners than ...

Financial planning

Lonsec has been named Money Management's inaugural Funds Management Ratings House of the Year on the back of its focus on gauging what its customers want and delivering t...

Financial planning

The future of the superannuation guarantee and reforms around financial planning are now in doubt as the major parties haggle over a hung Parliament....

Financial planning

NAB's determination to acquire AXA Asia Pacific reflects not only the potential threat posed by a larger and more aggressive AMP but also, as Mike Taylor reports, a degre...

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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 1 day 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