POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISER
Policy & Regulation
The Law Council of Australia has warned that the Government's FOFA changes risk going further than is necessary to achieve their core outcomes....
Financial planning
Matrix dismisses the $11 estimate on financial planner opt-in as ridiculous and cites a figure of $95 per client per year....
Financial planning
ASIC has accepted an enforceable undertaking from a Commonwealth Financial Planning financial adviser that sees him banned from financial services for two years for faili...
Financial planning
New research reveals growing numbers of financial planners willing to recommend industry super funds, while NAB/MLC emerge as top brand....
Policy & Regulation
The FPA has warned the Parliamentary Joint Committee the FOFA bills, as drafted, will fail to meet the objectives of better and more accessible financial advice....
Policy & Regulation
NAB/MLC have warned that FOFA fee disclosure proposals will add millions to the financial advice process....
People & Products
BetaShares Capital has appointed Vinnie Wadhera as director, portfolio and national account sales....
Financial planning
With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...
Financial planning
Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...
Superannuation
Colonial First State's radical revamp of its FirstChoice platform had the ambitious goal of putting an end to the "fruitless debate" surrounding the fees charged by indus...
Financial planning
Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....
Financial planning
Macquarie Life has launched a new online service, WebConnect, aimed at helping financial advisers, insurance brokers and their clients....
Financial planning
The provision of scaled and limited financial advice, particularly over the phone, will be a key value proposition in attracting both financial advisers and clients to AN...
Financial planning
Financial advisers looking to sell books of lower value clients due to Future of Financial Advice changes should first look at other options such as reducing the cost of ...
Financial planning
ClearView Wealth has announced the launch of a private label wrap platform for superannuation, retirement income and investor-directed portfolio service (IDPS) accounts....
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...