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Financial planning
With less than a week till the ceremony, excitement is building for Money Management and Lonsec’s night of nights – Fund Manager of the Year. ...
Superannuation
A roundtable has agreed that Australia needs a Government-sanctioned retirement incomes adequacy index and a shift from lump sums to income streams....
Superannuation
Leading superannuation barrister Noel Davis says it’s time for the Government to consider legislating to require super benefits to be paid as pensions rather than lump su...
Superannuation
New survey data has backed the Government’s approach on all approved MySuper products being eligible as default funds....
Superannuation
New research confirms most superannuation fund executives and trustees believe few members understand what super is delivering in terms of insurance cover....
Superannuation
A new survey has revealed that over a third of super fund sector personnel have considered establishing an SMSF....
Financial planning
A Money Management round-table recently discussed whether financial advisers were appropriately experienced and educated to provide appropriate advice on margin lending....
Financial planning
Margin lending has always represented a part of the financial planner’s strategy toolkit but the collapse of Storm Financial soured public perceptions of leverage. Money ...
Editorial
Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...
Financial planning
Money Management has announced the finalists for one of its flagship awards for 2014, BDM of the year....
Financial planning
Former Reserve Bank Governor, Ian Macfarlane will headline the Morningstar Investment Conference in Sydney on 15 May. ...
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Policy & Regulation
Tasmanian Liberal Senator, David Bushby has explained the high cost for planners in complying with an unamended FOFA regime....
Editorial
If financial planners were given a choice between the model underpinning the Superannuation Complaints Tribunal and that underpinning the Financial Ombudsman Service, wha...
People & Products
A new recruitment search is underway as a result of Michael Carter resigning his position as Bridges CEO....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...