POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISER
Superannuation
Self-managed super fund (SMSF) service provider Heffron has launched an online SMSF form with in-built checking tools to avoid compliance headaches....
Financial planning
Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...
Financial planning
As Commonwealth FP again finds itself in the media spotlight, the FPA has defended the manner in which it has handled members who broke bad....
Financial planning
AMP Capital has launched an online resource centre to help financial advisers engage their clients in more meaningful investment conversations and facilitate the adviser’...
Life/Risk
Skyrocketing life insurance claims have been grabbing headlines for some time now, but the impact on advisers – and the input of lawyers – has largely gone unreported, Cr...
Financial planning
Financial planning firms and dealer groups would be levied by ASIC according to the number of authorised and employee representatives they have on their books....
Financial planning
Following up on its move to actively target its existing network of independent financial advisers, Investec Australia has reduced the interest rates on its tailored home...
Financial planning
Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...
Financial planning
While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...
Financial planning
ASIC bans Victorian-based financial adviser Allan Burt Vissenjoux from providing financial services....
Policy & Regulation
The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....
Financial planning
ASIC is facing a permanent reduction in funding and is looking to cut staff as a result....
Policy & Regulation
The FSC has obtained legal advice from a Senior Counsel confirming the Government’s FOFA changes will not undermine client best interest or consumer protections....
Funds management
Advised investors are more bullish in investing offshore and hold more stable views towards global investment compared to non-advised investors, an Investment Trends repo...
Funds management
ETF investments have shot up 50 per cent in the last year, but the bulk of the traffic is still not driven by advisers, a report shows....
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...