Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
COMPLIANCE
Financial planning
Adverse economics has played a major role in reducing the number of illegal managed investment schemes, according to ASIC....
Life/Risk
Copies of the FSC’s Trowbridge submission are being circulated by advisers as they continue to worry about the final recommendations....
Life/Risk
Life Insurance Advice Working Group chairman, John Trowbridge, has defended the manner in which he dealt with the final report recommendations and denied any change of ma...
Editorial
Another bout of negative publicity has reinforced the need for better differentiating the various sectors of the financial services industry....
Life/Risk
Frydenberg warns life/risk industry on Trowbridge - initiate your own reforms or lose control of the outcome....
Life/Risk
Warning that flaws in TPD regime may see people seeking to manipulate it to fund an early retirement....
Superannuation
A new survey has revealed strong support for the inclusion of at least one-third independent directors on super fund boards....
Life/Risk
Despite claims of an 11th hour change in mandate, defenders of the Trowbridge Report say he decision to make the final report the sole work of its chairman was flagged in...
Financial planning
The Financial Planning Association has urged the introduction of a Practicing Certificate regime for financial planners....
Life/Risk
ASIC acknowledges dearth of PI providers and difficulties of smaller planning firms obtaining cover but claims market stable....
Life/Risk
Brisbane-based adviser argues there may be privacy implications if the Trowbridge recommendations are implemented....
Life/Risk
Trowbridge recommends level commissions, an Initial Advice Payment of no more than $1200 and a five-year rule....
Life/Risk
The Australian Securities and Investments Commisison may sit at the centre of how key Trowbridge recommendations are imposed....
Financial planning
NAB has confirmed it is now reporting to ASIC all planners departures and the reasons for their exit....
Superannuation
A Brisbane planner has questioned industry funds, the size of their boards and the amounts paid to union-nominated directors....
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...