Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL ADVICE

Life/Risk

Improving consumer demand and sales volumes have bolstered life/risk adviser sentiment, according to the latest Zurich index....

Financial planning

It used to be poor perception, but new research suggests the reasons for low take-up of financial advice are changing....

Superannuation

SPAA has pointed accountants towards its Public Practice Certificate as at least a part of finding an answer to the new limited licensing arrangements replacing the accou...

Life/Risk

Risk commissions paid to advisers have been under attack for some time. If they were to be completely eliminated, however, what would be a viable alternative? Col Fullaga...

Editorial

There are signs a lack of precision in the legislation has left too much to the interpretation of ASIC in translating FOFA into workable regulations....

Financial planning

The Financial Planning Association's (FPA's) Ask an Expert Week has commenced and will run until 27 January....

Financial planning

Engaging inactive clients will be one of the biggest challenges facing financial advisers in the post-FOFA world, according to executive general manager of advice and mar...

Financial planning

AFSLs are placing greater focus on monitoring and supervision of their financial planner networks, according to Kate Humphries, general manager of Pathway Licensee Servic...

Financial planning

In a bid to promote financial planning, members of the FPA will use an online forum to answer financial questions put by the Australian public....

Editorial

2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...

Editorial

Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...

Financial planning

The Shadow Assistant Treasurer, Senator Mathias Cormann, confirms he remains to be convinced on the need to legally restrict use of the term 'financial planner/adviser'....

Financial planning

New platform launched to challenge planners in retail advice market....

Financial planning

Grandfathering provisions in the FOFA legislation risk encouraging complacency in the advice industry, according to van Eyk Advice national practice manager Tony Zulli....

Policy & Regulation

Over 80 per cent of financial services chief executives believe the Future of Financial Advice (FOFA) reforms will drive up the cost of operating a financial advisory net...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

4 days 20 hours 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 week 4 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

6 days 16 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 6 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 5 days ago