POWERED BY MOMENTUM MEDIA
DIRECTOR
Superannuation
Self-managed superannuation was the clear winner of 2011, with healthy sector growth and satisfactory investment returns. However, as 2012 kicks off, SMSFs must turn thei...
Superannuation
Cbus' 2012 annual report has announced the superannuation fund's new standards for disclosure, two months after the Financial Services Council announced plans for members...
Policy & Regulation
The financial advice industry's FOFA lobbying effort has highlighted the need for a united voice, according to a panel of experts....
Funds management
Spurred on by the growing interest of SMSFs, confidence is slowly beginning to return to the Australian property investment sector as investors become more open to lookin...
Superannuation
Superannuation funds "should be as transparent as listed companies", says Financial Services Council chief executive John Brogden....
Superannuation
The tendency of independent SMSF clients to treat their financial planner as a consultant rather than a trusted adviser and only seek advice about some issues could cause...
Financial planning
The average financial planning practice has a lot of room for improvement in major areas such as client communication and succession planning, according to data from fina...
Financial planning
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
Financial planning
Derivatives trading director Neil King was banned from the financial services industry for six years after he misled clients into trading with his company....
Superannuation
Default-option superannuation funds are close to revisiting their pre-global financial crisis highs, according to Chant West and SuperRatings....
Superannuation
David Court delves into the reasons why SMSFs are financial products, and the licensing implications that flow from having that status. A later article will examine the d...
Life/Risk
Industry discussion in relation to what constitutes 'churning' in life insurance needs to be replaced with a debate on a sustainable remuneration model for switching poli...
Financial planning
Financial advisers seeking more independence in providing a broader range of products and services need to take a pragmatic approach when making the decision to switch li...
People & Products
In an effort to boost its consultancy services for trustees, financial advisers and accountants, Multiport has appointed Marjon Muizer as a technical services consultant....
Superannuation
The Coalition commits to more superannuation change if it gains Government....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...