Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
AUSTRALIAN FINANCIAL SERVICES
Financial planning
ASIC has successfully applied to the Supreme Court of Queensland for three south-east Queensland based companies to be wound up following its investigation into an unlice...
Financial planning
Speculation surrounding the future of the Australian Financial Services (AFS) Group has increased amid questions about its ability to provide professional indemnity (PI) ...
Financial planning
The desertion of key planning practices and consequent revenue pressures have forced AFS to enter voluntary administration....
Editorial
Mike Taylor explains the writing was on the wall long before the announcement of a number of practices leaving the AFS Group....
Financial planning
The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...
Superannuation
In light of the new rules coming into force on 1 July, David Court provides a list of the changes and a reminder of one that will not be happening. ...
Editorial
The Government’s introduction of the legislation necessary to enshrine the term ‘financial planner/adviser’ coincided with the Conference of Major Superannuation Funds, r...
People & Products
Australian Unity Personal Financial Serivces has recruited Ian McDermott as head of risk and compliance to assist the group with the final details of FOFA. ...
Superannuation
SMSF administrator Sundaram will train up to a third of its India-based staff in RG146 as the firm picks up more Australian clients....
Financial planning
ASIC is warning investors of a cold-calling scam that appears to be linked to a series of fraudulent businesses....
Financial planning
The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....
Financial planning
The introduction of the Significant Investor visa gives advisers the opportunity to provide compliance and investment advice to business immigrants, as Macquarie Adviser ...
Financial planning
Ibbotson Associates’ Matthew Esler highlights that effective client engagement not only empowers financial planners with the key to unlocking scaled advice but also ensur...
Financial planning
ASIC Commissioner Peter Kell said dealer group AAA Financial Intelligence had an “appalling record” when it comes to ensuring the advice provided was fair and honest....
Financial planning
Planners and other key stakeholders with Australian Financial Services (AFS) have held a series of meetings over the past two weeks to consider the future of the dealer g...
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?...