Powered by MOMENTUM MEDIA
moneymanagement logo
 

COMPLIANCE

Financial planning

The Australian Securities and Investments Commission (ASIC) has placed a four-year ban on former Ord Minett Jardine Fleming Futures director and futures adviser Christoph...

Financial planning

</B>Tower Life has committed to paying nearly $250,000 to 42 families previously denied claims on a funeral plan product, following an Australian Securities and Investmen...

Financial planning

AMP has moved another business arm under the umbrella of a British based investment company....

Financial planning

The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association's (FPA) national compliance program. ...

Financial planning

The Association of Financial Advisers (AFA) has hit out at the delay of the Financial Services Reform Bill (FSRB), saying the Federal Government should re-examine existin...

Financial planning

A record number of advisers are selling their businesses at the moment. The ones making the big dollars are those who run the most proactive businesses, according to Gran...

Financial planning

It is no coincidence that the new Financial Planning Association chairman is also one of Australia’s top planners. Nicole Szollos explores the new directions John Hewison...

Financial planning

Two weeks ago the Minister for Financial Services Joe Hockey released a press statement which said the Financial Services Reform Bill (FSRB) had been halted indefinitely....

Financial planning

The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association’s (FPA) national compliance program. ...

Life/Risk

LIFE insurers will take a hit to the bottom line if the delayed Financial Services Reform Bill (FSRB) is resurrected....

Financial planning

The Financial Services Reform Bill reforms will have a significant impact on the operations of life insurance agents. Nicole Szollos looks at some of the changes already ...

Financial planning

By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...

Financial planning

The Certified Financial Planner designation is about to undergo one of the biggest changes in its 23 year history. Stuart Engel reports on the struggle to wrestle the CFP...

Financial planning

A year as chairman of the FPA is a year full of activity. Indeed it is year full of activity, much of which is propelled by change. And it is change that has moved from t...

Financial planning

Life insurers will take a hit to the bottom line if the Financial Services Reform Bill survives the impasse between the Federal and State Governments....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 days 13 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 6 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

4 weeks 1 day ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

5 days 7 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks ago