Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
Brand and marketing is a core asset and function that needs to be integrated into financial advice firms as trust in the industry has never been lower, according to a bra...
Financial planning
Westpac chief executive, Brian Hartzer has confirmed the company’s financial advisers are encouraged to sell BT Life products and he makes no apologies for the shape of t...
Financial planning
Madison Financial Group CEO, Annick Donat has warned the AFA’s advice competency framework research should not be exploited for commercial gains....
Financial planning
The Commonwealth Bank has continued its public image rehabilitation strategy by claiming to have removed the sales culture from the incentive program offered to tellers a...
Financial planning
Senior Australians are increasingly turning to planners for retirement incomes advice....
Financial planning
The lift in education standards across the financial services industry has created a short supply in financial adviser and paraplanner candidates, according to Hays....
Financial planning
Advisers may be unaware their TPB registration expires at the end of October, warning them they may put their business at risk....
Features
Paul Harding-Davis looks at the five retirement transition phases now that he is approaching the ‘sunset’ of his life....
Financial planning
ASIC has banned a former financial adviser of Wilson Advisory and Stockbroking after his conduct led to trading in exchange traded options on two clients' accounts withou...
Financial planning
ASIC’s new cost recovery levy could reduce the services licensees offer if they cannot afford to pay multiple levies, according to The Fold Legal....
Financial planning
The Association of Financial Advisers has claimed that many advisers are still wondering why they have been entangled in the Tax Agent Service Act regime....
Financial planning
Changes to LRBA arrangements have topped adviser queries but no immediate change is required in strategies just yet, according to BT Advice Technical....
Financial planning
ASIC has accepted an EU offered by Financial Index Australia after surveillance found various concerns in policies and procedures in its financial advice business....
Policy & Regulation
The Financial Planning Association claims financial advisers working in the tax arena are ‘invisible’ to the ATO and are being prevented from sufficiently representing th...
Features
Financial advisers are in a privileged position to help clients through key life stages and understanding their needs is key to the value of advice, Bryan Ashenden writes...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...