POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
Westpac has rejected separately labelling institutionally-aligned financial planners, stating FOFA is an appropriate standard for all advisers....
Superannuation
A huge bulk of super fund members want advice from their super fund providers to bridge their lack of understanding of the super system....
Editorial
Fiducian looks to grow on back of solid result and changes in the financial planning space....
Financial planning
Consumers are unlikely to understand the term ‘independent advice’ and its use will help in the management of conflicts of interest according to KPMG....
Financial planning
Financial advice is crucial in helping retirees meet their retirement income goals, ASFA said....
Financial planning
Financial services business broker claims things have changed and some baby boomer planners should consider their exit strategy....
Financial planning
Consumer advocate group CHOICE has called for more stringency around financial advice conflicts of interest, such as asset-based fees....
Financial planning
Consumer advocate group CHOICE has called for more stringency around financial advice conflicts of interest, such as asset-based fees. ...
Policy & Regulation
Chan and Naylor’s David Hasib claims conflicted remuneration is still a problem for the planning industry with too many noses in the trough....
Financial planning
Efforts by the Commonwealth Bank, AMP and NAB/MLC to lift planners’ educational and ethical standards have been lauded by the FPA as evidence its drive towards industry p...
Financial planning
The FPA is using its annual Financial Planning Week to try and change consumer perceptions that financial planners are only for the affluent....
Financial planning
The financial planning industry has illustrated “inappropriate levels of quality” going back more than a decade, ASIC said....
Financial planning
ASIC will investigate former financial advisers with the Macquarie group which is to contact 160,000 clients who received advice over the past decade about the possible p...
Financial planning
As consumers get savvier and more sceptical of financial advice, advisers have to fight harder than ever to justify their value proposition, but the smarter ones still ha...
Superannuation
The ISA claims vertical integration and FOFA changes pose risks to fair default fund regime....
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...