POWERED BY MOMENTUM MEDIA
COMPLIANCE
Financial planning
The best way for financial advisers to tackle the 1200 page long Financial Services Reform Act is one bite at a time says Clayton Utz’s director of financial services Kar...
Financial planning
Planners who help clients set up self managed superannuation funds must also tackle the issue of who will be the trustee. Ben Smythe examines how an external third party ...
Financial planning
In his first year at the helm of the Financial Planning Association (FPA), Ken Breakspear’s focus has been both on the home front as well as on the big picture issues. ...
Financial planning
Integration is a win for all stakeholders...
Financial planning
The Financial Planning Association (FPA) has not ruled out a possible increase in membership fees in line with its proposal to modify the association’s membership structu...
Financial planning
Competiton in the compliance and training arena has heated up with the announcement that Assessment Education Services will roll out its online compliance, assessment and...
Financial planning
Coming to grips with the Financial Services Reform (FSR) Act is crucial for those providing education within financial services according to Australian Securities and Inv...
Financial planning
APIR, the group responsible for providing codes for managed funds, has scored a major coup with the announcement that the Association of Financial Advisers had signed up ...
Financial planning
SyRes, the company developed by a number of dealer groups involved with master trust provider Symetry, has released two further services for the back office....
Financial planning
Saxby Bridge Financial Planning has had its securities dealer license stripped and one of its investment advisers banned for five years following the latest crackdown on ...
Financial planning
It is a pretty unusual occurrence to find a financial planner with nothing to do. It seems these days that if a planner does not have towering piles of paper work precari...
Financial planning
Few providers of back office services to financial planners would disagree that they occupy the less glamorous side of the investment advice industry, toiling away in the...
Financial planning
Financial services training group the Australian Institute of Financial Services (AIFS) has been bought by business publisher and information group CCH Australia (CCH) fo...
Financial planning
The Financial Planning Association’s National Compliance Committee and Professional Standards National Advisory Committee chairman James Doogue will step down from the po...
Financial planning
Life advisers are still a major force in planning and despite the impact of industry change their numbers have not declined. Simon Segal examines who held fast in the pas...
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...