POWERED BY MOMENTUM MEDIA
COMPLIANCE
Financial planning
The Australian Securities and Investments Commission (ASIC) has add further conditions to the dealer’s licences held by two financial planning groups....
Financial planning
The middle is dropping out of the financial planning industry as medium sized financial services groups continue to decline in numbers through mergers and consolidation, ...
Financial planning
The Financial Planning Association (FPA) has admitted that its membership base suffers serious weaknesses in the key areas of disclosure, training, risk management and ad...
Financial planning
Pauline Vamos is pleased to have won the title of most influential person of the year in financial services - not so much for herself, but because she represents the Aust...
Financial planning
CHIEF executive officer of the Financial Planning Association (FPA), Ken Breakspear, has twice won a place on Money Management’s list of Most Influential people....
Financial planning
RAISING industry standards and ensuring the full representation of all members are two of the key issues to be tackled by new board members of the Financial Planning Asso...
Financial planning
You might have been forgiven for thinking that with all the whip cracking, boot scooting and Stetson hats on show at this year’s fifth Queensland State Conference, you we...
Financial planning
The Australian Securities and Investments Commission (ASIC) has handed out another sentence in relation to the Lifestyle Property Group, a failed property investment grou...
Financial planning
Australia’s major industry associations have welcomed the Government’s push to give regulators sweeping new powers to police the $520 billion superannuation industry with...
Financial planning
The Deakin Financial Services dealer group will launch its own wrap service early next year after revealing today that it had signed off on the development of the new pla...
Financial planning
Midstreet Technology, which bought the Wealthpoint platform from Sealcorp this week, will be revamping and relaunching the web-based technology platform....
Financial planning
BRIDGES Personal Investment Services has signalled that it will be pursuing a major growth strategy over the next 18 months, aiming to build its planner numbers to 200, w...
Financial planning
To gear or not to gear, that is the question. PRUE MOODIE and JOHN WILKINSON went in search of some answers....
Funds management
With an influx of new players into financial planning, NICK BRUINING reckons its time to check the definitions of some well-known industry terms, just to put the newcomer...
Financial planning
The business management and operating capability of Absolute Capital Limited (ACL) has been assessed as “competent” by research house Assirt....
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...