Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ADVISER
Financial planning
The provisions concerning general advice raise more questions about where the line is drawn between personal and general advice, according to King & Wood Mallesons specia...
Financial planning
After defrauding her clients of more than $3.6 million over eight years, Melinda Scott received a 25-year ban from the financial services industry....
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
Life/Risk
We are all guilty of ticking a box saying we have read the offer terms and conditions when in fact we have not. Col Fullagar lists the contents of some of the more common...
Editorial
Queensland-based accountant Greg Holman warns APES 230 could irrevocably alter the landscape for accounting organisations and poses a serious threat to the success and pr...
Tools & guides
Col Fullagar explains why the resources a financial planner spends on networking may be better served on a well-planned joint venture....
Superannuation
Where an SMSF has bought property, the break-up of assets may be problematic during a divorce, explains Michael Hallinan....
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
People & Products
Westpac Australian Financial Services boss Peter Hanlon to hand over to Brian Hartzer and adopt an advisory role....
Financial planning
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
Financial planning
IOOF has entered into an agreement whereby it will acquire all ordinary shares of Plan B, which is also the majority owner of My Adviser....
Funds management
BT Wrap has secured an ongoing relationship with SFG Australia - the result of the merger between Snowball and Shadforths....
Editorial
When clients fail to do their bit in the client-adviser relationship, financial planners are often blamed for unfavourable outcomes. Col Fullagar proposes a way to avoid ...
Editorial
The importance of maintaining insurance premiums cannot be underestimated as you never know when the unexpected will occur, writes Tim Browne....
Editorial
Since their arrival on our shores about a decade ago, managed accounts have remained largely dormant in Australia. But with continuing market volatility and the imminent ...
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?...