POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
Colonial First State’s phone-based limited advice service is being extended across its financial planning groups....
Policy & Regulation
The FPA and the Association AFA are confident that the industry has the ear of Treasury as the consultation around the Future of Financial Advice reforms has resumed....
Financial planning
The Association of Financial Advisers (AFA) has reinforced its support for small licensees and practices by launching the Small Licensee and Practice Principal Conference...
Financial planning
The Industry Super Network has called for the ‘effective’ implementation of the Future of Financial Advice reforms if consumers are to be protected from commi...
Financial planning
Infocus Money Management member firm Pennywise Investments is offering employer-funded financial planning for resource companies in a bid to help them retain skilled work...
Financial planning
While the results of the Federal Election have finally been decided, the future of Labor's proposed changes to financial advice and superannuation remain uncertain. Lucin...
Financial planning
With the issue of the nation's Government seemingly settled for now, FoFA reforms and Cooper Review recommendations will likely go ahead en masse, according to according ...
Financial planning
Big industry fund Club Plus has set up an in-house financial planning service backed by Mercer....
Financial planning
Industry funds push virtue of intra-fund advice over “limousine service” full advice model....
Superannuation
The Government embraced a modified MySuper as a central element of its election policy but, as Mike Taylor reports, there remain plenty of reasons why the concept should ...
Financial planning
The Association of Financial Advisers is pushing ahead with a lobby group aimed at defining the ‘nuances’ of proposed regulatory reforms to the advice industr...
Financial planning
Research firm CoreData has warned changes to adviser remuneration in the UK may see many consumers priced out of the market, with the group identifying a fee ceiling of 1...
Financial planning
Market sentiment is down and share trader retail investors are slightly keener to seek financial advice and education, according to the latest CMC Markets Share Trader In...
Financial planning
AMP has officially opened its new walk-in financial planning centre in the heart of Parramatta’s business district, with 16 of a maximum 20 possible planners alread...
Financial planning
Hiring patterns across the banking and financial services industry show some sectors are booming while others, such as financial advice, reveal a decrease in hiring activ...
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...