POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
The Association of Financial Advisers (AFA) has endorsed the drive to raise the financial planning education bar, however, CEO Richard Klipin said theoretical knowledge m...
Superannuation
The Australian Securities and Investments Commission has banned a NSW financial adviser from providing financial services for 10 years after finding he failed to disclose...
Financial planning
The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said any future regulatory change will be guided by the need to provide high quality f...
Financial planning
According to the results of a recent shadow shop, consumers steer away from in-house bank planners when it comes to financial advice....
Financial planning
IFSA's super charter alters fee structures for advice and changes the ground rules on advertising....
Financial planning
The chairman of the parliamentary inquiry into the financial services industry believes that while the payment links between product providers, advisers and clients are ‘...
Editorial
The Investment and Financial Services Association’s (IFSA) sponsorship of research by KPMG and Econotech that defines the value of financial advice was both necessary and...
Superannuation
The financial services industry has been called upon to step up to its social obligations when dealing with trustees of self-managed superannuation funds....
Financial planning
According to Lifeplan Funds Management's Financial Advice Satisfaction Index, the perception that portfolio performance is due to financial advice has increased by 9 per ...
Financial planning
The proposed deal between AMP and AXA Asia Pacific could see AMP as the dominant force in the financial planning marketplace, with the number of AMP-aligned planners doub...
Editorial
If one thing has been made clear in our examination of platforms and wraps in Money Management, it is that financial planning operates within a highly commercial and, th...
Financial planning
ASIC has defined the number of clients lost by financial planners last financial year....
Financial planning
New IFSA commissioned research has confirmed not only the value financial advice delivers to individuals but also to the broader Australian economy....
Financial planning
The Australian Bankers Association has called for greater clarity on what represents advice with respect to superannuation....
Financial planning
AXA has defended the role of financial planning in superannuation, but it embraces UK proposals based on 'independent' and 'restricted' advisers....
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...