POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The major banks, AMP and IOOF have been singled out as licensees for accountants to avoid if they have an eye to issues such as succession planning....
INDUSTRY NEWS
Dreams of passing wealth on to the next generation to enable them to enjoy a better lifestyle are likely to be shattered in the years ahead, research reveals....
INDUSTRY NEWS
Client engagement platform, AstuteWheel is joining with non-for-profit fintech hub Stone and Chalk to expand business to overseas....
INDUSTRY NEWS
Trio Capital’s direct and SMSF investors not covered by the SIS Act will not be further compensated by the Government....
INDUSTRY NEWS
The FPA has launched a national campaign backing the value of the Certified Financial Planning designation. ...
INDUSTRY NEWS
ASIC has secured orders restraining a property developer from promoting an “investment proposal”, which sought to counsel investor to breach the ASIC Act....
INDUSTRY NEWS
Eighteen months after it began its Wealth Management Project, ASIC confirms it is maintaining its surveillance of planners....
INDUSTRY NEWS
A purpose-built, client focused package could signal major turning point for the international and Australian industry, says CEO Nic Pollock. ...
INDUSTRY NEWS
The latest data from the Australian Bureau of Statistics suggests most Australians have come to terms with retiring after age 65 and mostly relying on their super....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has given the green light to businesses to provide customers with information in digital form....
INDUSTRY NEWS
Kiama-based financial technology firm Padua Financial Group (PFG) has launched a new online advice request system....
INDUSTRY NEWS
Australians should think carefully before cancelling their life insurance policies, the AFA believes.....
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...