POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISER
Financial planning
Both educational qualifications and professional association membership will be later additions to the Government’s financial planner register....
Financial planning
A former financial adviser is facing a maximum of 12 years in jail after his lawyer announced his intention to plead guilty to 54 fraud charges....
Policy & Regulation
A Perth based financial planner has begun a campaign to seek an apology from independent senator Jackie Lambie after she labelled financial advisers as ‘unscrupulous’....
Editorial
Rowena Cole explores the ASX's new mFund offering and its opportunities for advice and SMSFs....
Financial planning
Emotional Intelligence is increasingly becoming a critical skill set for advisers, not just to improve client relationships, but to stay in business, Wayne Lear writes....
Financial planning
A former financial adviser has been jailed after being found guilty of stealing shares worth almost $1.5 million to meet margin calls on his mother’s margin lending accou...
Policy & Regulation
The disallowance of the Future of Financial Advice amendments may hurt consumers who will not be able to access scaled advice and may be forced to change to less suitable...
Financial planning
AMP SMSF has backed calls for making it compulsory for financial advisers to undertake specific training if they are going to advise on SMSFs....
Financial planning
New research suggests SMSF advice is a prime area for consolidation....
Financial planning
A former Storm Financial adviser has had a charge against him dropped after an elderly witness deemed critical to the prosecution’s case died, ASIC reports. ...
Financial planning
A Victorian financial adviser has been banned from providing financial services for seven years after an ASIC investigation found he had breached “numerous financial serv...
Financial planning
As risk planning remains a hot topic in the financial advice space, Malavika Santhebennur explores the top 10 legal quandaries planners can find themselves in and how to ...
Superannuation
The Australian Securities and Investments Commission (ASIC) has taken its case against a property company to the Supreme Court, arguing the group is spruiking the use of ...
Financial planning
Dealer group head laments lack of consultation with planning industry ahead of launch of Adviser Ratings....
Awards
A passion for promoting the benefits of superannuation but also good governance and social engagement has been a feature of Michelle DiFabio’s work in financial services ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...