POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
ASIC's platforms review has drawn support from a range of stakeholders for proposing providing additional consumer protection via capital adequacy and for placing the spo...
Editorial
Financial planners should strongly welcome the delayed implementation of FOFA because shortly after its introduction will be the next Federal Election....
Policy & Regulation
A document has circulated purporting to show an agreement between the Financial Planning Association and Industry Super Network involving a trade-off, conceding opt-in ag...
Policy & Regulation
Those who argue opt-in is unnecessary fail to understand the nature of proposed FOFA reforms, according to Sydney University academic Joanna Bird....
Financial planning
A financial advice matchmaking service that seeks to match financial advice practices with dealer groups looking to acquire practices has been launched in Brisbane....
Superannuation
Many have advocated that accountants simply get licensed if they wish to advise on SMSFs. However, Liz Westover claims the current single licensing model poses many diffi...
Editorial
The Government’s handling of FOFA risks entrenching an inappropriate advantage for superannuation funds with respect to the provision of financial advice, writes Mike Tay...
Financial planning
This is a great time for financial advisers to reflect upon the concept of change in itself, and review some truths about effectively managing change, writes Sue Viskovic...
Financial planning
ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...
Policy & Regulation
All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....
Financial planning
The independence of accountants who align their businesses with financial planning dealer groups could be called into question, according to RSM Bird Cameron principal Pe...
Policy & Regulation
The FPA has written to the key independents outlining the flaws in the FOFA bills and seeking support for amendments....
Financial planning
Mental accounting can help financial planners harmonise their client’s money by acting as their financial conductors, writes Barry Wyatt....
Superannuation
Freya Purnell takes a closer look at what life after Stronger Super might bring to the superannuation sector....
Financial planning
For financial advisers, the need to be able to assess their clients’ risk is assuming far greater importance, according to Gabriel Carey....
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...