POWERED BY MOMENTUM MEDIA
COMPLIANCE
Financial planning
Aurora is heading into new territory with its focus on the risk and superannuation advice market. Rebecca Evans reports....
Financial planning
While Mercer has been entrenched in the asset consulting scene for many years, it is a relatively new player in the retail research space. Freya Purnell looks at the rise...
Financial planning
The retail research space is flooded with players, but how are financial planning practices making use of their services? Freya Purnell reports....
Financial planning
The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...
Financial planning
The internal debate around transparency in the funds management industry has been very damaging, and it is now at risk of further regulation of the value chain, according...
Financial planning
The Federal Government’s top finance industry advisory group - the Financial Sector Advisory Council - is calling on Australia to resist excessive regulation of the finan...
Financial planning
Tower Trust has appointed former JPMorgan executive Philip Joseph to head its corporate trust business and drive a new growth strategy aimed at increasing its presence in...
Funds management
Fund managers must move aggressively to provide clients with objective counsel or the industry could see new advice models gain market share, in light of allegations of b...
Financial planning
Two of the industry's largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...
Financial planning
Former Challenger executive Jamie Kelly has started up his own practice to offer locum services to the financial planning industry....
Superannuation
The Australian Tax Office has issued a stern warning to the 560,000 Australians managing their own super by releasing guidelines clearly outlining instances in which trus...
Financial planning
Two of the industry’s largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...
Financial planning
A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....
Financial planning
AXA Australia has raised the level of competition in the rapidly growing low-cost platform arena with the formal unveiling of its anticipated new baby wrap today - Genera...
Financial planning
Zurich Financial Services has recruited former AMP head of e-business Barry Tomkinson to a key executive posting focused on strategy, in what represents a pointed effort ...
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...