POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
While the summer months bring an annual slowdown to Australia’s financial services sector, employers do not believe it is associated with the motivation of their staff, r...
INDUSTRY NEWS
The Government has been told existing planners will likely need more time to sensibly move to degree level educational qualifications....
INDUSTRY NEWS
Negative publicity and image of financial planners have acted as a barrier to super fund switchers opting for professional financial advice....
INDUSTRY NEWS
ASIC cancelled the AFSL of financial services company, Chronos Capital, and permanently banned its director, Robert Semple, from providing financial services....
INDUSTRY NEWS
Senior homeowners can boost their cash by selling while prices are high and moving into more affordable accommodation, according to Aged Care Gurus....
INDUSTRY NEWS
Two of the names at the centre of the Trio Capital collapse, Jack Flader and James Sutherland, have been named in UK court proceedings. ...
INDUSTRY NEWS
Raising the option of philanthropy with clients can help advisers build trust and fulfil their ‘know your client’ requirement....
INDUSTRY NEWS
Clients of a bankrupt ‘financial adviser’ will be able to commence and take fresh proceedings against her at a later date....
INDUSTRY NEWS
Financial advisers could combine robo-advice into their firm’s marketing process through principles of compliance and contemporariness....
INDUSTRY NEWS
A Queensland Government submission has pointed to more women than men choosing to access financial advice provided by super funds....
INDUSTRY NEWS
To help bridge the gender gap in super the Queensland Government has asked to integrate social security and super legislation to enable a focus on a person’s entire situa...
INDUSTRY NEWS
Financial services sector workers will have plenty of choice when it comes to employment options in 2016, recruitment firm, Robert Half, forecasts....
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...