POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
New educational standards and the impact of losses during the GFC and on the ASX could see adviser numbers drop in the short-to-medium-term, according to the AFA....
INDUSTRY NEWS
The Federal Treasurer, Scott Morrison, has firmed up speculation that ASIC will be a net beneficiary of more Budget funding to address problems in the banking sector....
INDUSTRY NEWS
Planners looking to buy a practice are taking advantage on discounts being offered on businesses with older client-bases, a report reveals....
INDUSTRY NEWS
Industry funds body, the Australian Institute of Superannuation Trustees (AIST) is arguing that TTR arrangements should be counted as retirement income....
INDUSTRY NEWS
Financial advisers need to look outside their usual circle of influence to boost their business performance and be open to new innovations and change....
INDUSTRY NEWS
Almost a third of Australians believe property prices will continue to increase over the next year, research reveals. ...
INDUSTRY NEWS
Paul Barrett’s AZ Next Generation group has acquired another planning practice - Chatswood-based Priority Advisory Group....
INDUSTRY NEWS
More clients are going directly to stockbrokers for margin loans, while margin debt in the broker channel is almost on par with the financial planner channel....
INDUSTRY NEWS
A financial planning coaching business, Beddoes Institute, names Securitor Financial Group, Meilennium3 and Hillross Financial Services as winners of their best practice ...
INDUSTRY NEWS
Fortnum Financial Advisors are unveiling a new professional advice framework in partnership with Good Advice Solutions (GAS)....
INDUSTRY NEWS
Planning group Paragem has warned practices to look at their options as the ASIC Class Order permitting so-called Limited Managed Discretionary Accounts sunsets....
INDUSTRY NEWS
The Federal Treasurer, Scott Morrison has indicated the Government may direct additional Budget funding to ASIC to assist it in investigating the conduct of the major ban...
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...