POWERED BY MOMENTUM MEDIA
Milana Pokrajac
Milana Pokrajac
News by this author
Some sections of the financial planning industry do not have a full understanding of what research houses do and to what extent their ratings can be relied upon. ...
Two businesses specialising in providing support to small licensees said they were experiencing significant growth due to dealer group dissatisfaction and FOFA. ...
A major law firm has warned Australian consumers against taking advice from bank financial planners....
An Investment Trends survey conducted two months before FOFA came into effect revealed only 23 per cent of financial planners felt ready....
ASIC is proposing to step away from approving training courses for financial advisers, leaving it to education providers to self-assess their own courses....
FPA is set to launch the Financial Planning Week later this month, which will see members provide pro-bono advice to unadvised consumers....
The Federal Court has deemed unfair the $82.5 million settlement between Storm Financial investors and Macquarie Bank. ...
The FPA has called upon both parties to commit to promoting financial advice as it would result in “an informed nation of financially enabled Australians”....
There will be no quick fix to the grandfathering issue and the movement of planners between licensees because any possible post-election scenario could take several month...
A new agreement will see Future2 Foundation become the charitable foundation of the FPA. ...
Analysis by this author
Never miss the latest news and developments in wealth management industry
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...