POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
Client loyalty towards advisers will decline in the coming decades, with social media and ‘likes’ set to become the new way of advertising....
Life/Risk
The March quarter saw an $80 billion rise in property assets and such large allocations to the asset could expose households to higher interest rates and sudden falls in ...
Financial planning
Advised retail policies have found to be cheaper than their direct policy counterparts across genders and different ages, research revealed....
Financial planning
Former director of BD & WJ Hassell, Barry David Hassell, has been convicted of 39 charges of dishonest conduct and sentenced to 12 months imprisonment....
Financial planning
Infocus Wealth Management has partnered with TWUSUPER to provide financial advice services to its members....
Tools & guides
Col Fullagar explores a risk insurance advice court case to argue that financial advisers must “up the ante” in client services before judgements form precedent. ...
Financial planning
Financial advice in Australia is held back by regulation focused on selling and letter of the law compliance that ignores the client according to an industry veteran....
Editorial
A clear agenda is being prosecuted aimed at forcing the Government to hold a Royal Commission into the Financial Planning industry but do those pursuing the issue have cl...
Financial planning
Financial planners are being encouraged to show their worth, with new research showing Australia’s 4430,500 millionaires are willing to up their spending on advice....
Financial planning
The bad news regarding planners will be forgotten with falling numbers indicative of cultural change according to AFA national president Deborah Kent....
Financial planning
Financial services organisations should work together to improve planner standards and consumer confidence, according to Finsia....
Financial planning
Chartered Accountants Australia and New Zealand are urging the Government to simplify the arrangements around the tax deductibility of advice fees....
Financial planning
A quarter of the generation Y group prefer going to friends and family for financial advice than professionals. ...
Financial planning
Assistant Treasurer, Josh Frydenberg has outlined the Government’s agenda for planning including the possibility of a national exam and co-regulation....
Financial planning
AMP has posted a solid result for 2014, with underlying profit up 23 per cent year on year, largely driven by growth in its wealth management business. ...
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...