MONEY MANAGEMENT

Financial planning

Performance in global equities for investors could be enhanced if benchmarks stopped constraining the way they invest, writes GREG COOPER...

Funds management

A “truly global credit” strategy to managing credit was instrumental in BlackRock Investment Management winning thecredit category of the Money Management / IMCA Fund Man...

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Financial planning

Financial planners are now an accepted part of the superannuation industry, according to a survey conducted by Money Management’s sister publication, Super Review....

Financial planning

Macquarie Financial Services Group has secured prime positioning across the platform and funds management categories of the 2007 Wealth Insights/Assirt Annual Service Lev...

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Funds management

A sharp correction in Australian shares between now and the reporting season in September would not be unwelcome, according to Bell Potter director of research Peter Quin...

Financial planning

QBE Insurance has told underwriters it has ceased quoting on new business for professional indemnity (PI) insurance to financial planners as a result of the collapse of A...

Financial planning

The Financial Literacy Foundation has launched its first booklet aimed at improving indigenous financial literacy programs....

Financial planning

A British fund manager is poised to invest in Australian agribusiness projects after a successful capital raising in London last week....

Editorial

Projections of a flood of people selling out of direct property to make a $1 million one-off tax-advantaged cash contribution to super by June 30, this year, do not appea...

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Financial planning

Investors are more interested in returns than socially responsible investing, a new report has found....

Financial planning

There is cautious optimism within the industry that a proposed consumer ‘compensation’ fund levy has been dropped from newly announced legislation mandating financial pla...

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Financial planning

LaSalle Investment Management client services Australia director David Quirk believes a key component separating the fund manager from its competition in global property ...

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Financial planning

A series of advertised competitions offering prizes as an incentive to ING superannuants to consolidate their super into ING’s super products is remarkable for both the n...

Funds management

If self-belief in the merits of its investment strategy was the sole criterion for judging this year’s Money Management/IMCA Fund Manager of the Year Awards, Bridgewater ...

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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....

6 days 18 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 4 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 2 days ago