Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
AUSTRALIAN FINANCIAL SERVICES
Financial planning
It's time for the industry to evolve into a profession – and this involves more than simply removing commissions, writes Barry Lambert....
Financial planning
With the dust from the global financial crisis beginning to settle, it is an opportune time for some reflection, writes Mark Hoven....
Financial planning
The chairman of the Ripoll Inquiry, Bernie Ripoll, has indicated volume rebates paid from product manufacturers to dealer groups are encompassed in the recommendations ma...
Editorial
Edwina Best and Amanda Rethus discuss the importance of researchers to the financial services industry and your business....
Financial planning
Financial advisers paid a salary by a product manufacturer, such as those employed by banks, may find they cannot continue their client relationships if a purist definiti...
Financial planning
The Minister for Financial Services, Chris Bowen makes clear the Ripoll Inquiry will not be viewed by the Government in isolation, with much now depending on the findings...
Editorial
While some might argue mergers and acquisitions activity has not significantly altered the competitive dynamic of the nation’s financial services industry, it has certain...
Financial planning
Adviser-owned Australian Financial Services (AFS) is to raise the lower limits of the size of practices it will work with as it seeks to build a more sustainable dealer g...
Financial planning
The chairman of the parliamentary inquiry into the financial services industry believes that while the payment links between product providers, advisers and clients are ‘...
Financial planning
ING has called for a major overhaul of longstanding components of superannuation in its submission to the Cooper Review, including changes to the existing trust/trustee s...
Financial planning
An Adelaide man has received a fully suspended six-month prison sentence for assisting the unlicensed Power Financial Planning to encourage clients into Westpoint investm...
Life/Risk
The tightening of the professional indemnity insurance market has led the corporate regulator to amend its requirements of Australian Financial Services Licensees....
Financial planning
Super funds rejecting intra-fund advice relief and turning to the associated Regulatory Guide to develop advice offerings....
Financial planning
Some financial planning companies and dealer groups may have opted to develop their own planning software, but Money Management research reveals this is proving no threat...
Financial planning
Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...