Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The Delivering Better Financial Outcomes bill has been passed in the Senate following amendments....
INDUSTRY NEWS
Senator Andrew Bragg has released the final report of the ASIC inquiry, making 11 recommendations as to how the corporate regulator can be improved....
INDUSTRY NEWS
A financial adviser describes how he reached “breaking point” over the FASEA system when he falsified his financial adviser exam result, while the judge shares why he var...
INDUSTRY NEWS
Sequoia Financial Group has announced it is restructuring its business following a shareholder dispute which will see it reduce headcount by 10 per cent....
INDUSTRY NEWS
With the median annual advice fee up by 58 per cent from 2018, financial advisers are being encouraged to ensure clients confidently see value in the price they pay each ...
INDUSTRY NEWS
A financial adviser who was permanently banned for falsifying his financial adviser exam result has seen the banning amended following a successful appeal to the Administ...
INDUSTRY NEWS
Looking over the past five financial years, which advice licensees have demonstrated consistent long-term share price growth for their investors?...
INDUSTRY NEWS
With financial advice leaders often wearing too many hats in the business, two consulting professionals underscore the value of letting go and empowering staff to drive g...
INDUSTRY NEWS
ASIC has suspended the AFSL of a Sydney advice firm, the first action it has taken in the new financial year....
INDUSTRY NEWS
Sequoia chief executive Garry Crole is looking ahead beyond business disruption as the licensee receives a verdict from the Takeovers Panel regarding whether there was un...
INDUSTRY NEWS
Count has divested its Bentleys WA business for a lower purchase price than initially forecast....
INDUSTRY NEWS
An experienced financial adviser, who has been with AMP for nearly two decades, has launched his own Western Australia-based advice firm under AMP Advice’s licensee netwo...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...