Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Policy & Regulation
Academic claims ASIC got fiduciary duty wrong and really meant ‘best interests’....
Financial planning
Calls for the removal of Approved Product Lists have emerged, with some industry participants claiming they have the potential to erode the quality of advice given to cli...
Financial planning
Former High Court judge and patron of the SPAA, Sir Anthony Mason, believes intra-fund advice should be subject to the same fiduciary duty obligations as full advice....
Financial planning
BlackRock's exchange traded funds business in Australia, iShares, has reached $1 billion in assets under management three years after the launch of its first suite of int...
Financial planning
The Association of Financial Advisers (AFA) has announced a plan that will see its Fellow Chartered Financial Practitioner (FchFP) designation positioned into a pathway t...
Financial planning
Lobby groups with vested interests sparked the endless debate around adviser remuneration, which is clouding the issue of inadequate levels of retirement savings and chro...
Financial planning
Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....
Financial planning
Outsourced paraplanning provider Outplan has partnered with COIN to launch a training course for paraplanners, which would mainly focus on developing skills around the ef...
People & Products
Zurich Financial Services Australia has added an investment specialist and two business development managers to its investment team....
Editorial
The Assistant Treasurer, Bill Shorten, faces the prospect of some serious horse-trading in both houses of Parliament to get the financial advice 'opt in' legislation pass...
Financial planning
Cash remains king in the minds of many clients as they monitor the slow recovery from the global financial crisis and, as Benjamin Levy reports, it rests with advisers to...
Editorial
Customers take out insurance through a multitude of channels, including directly and via financial advisers. And with a major underinsurance issue in Australia and a huge...
Financial planning
Different opinions have emerged about whether advice around equity release products such as reverse mortgages should come from financial advisers or mortgage brokers....
Financial planning
Boutique fund managers have questioned the results of research released by Datamonitor showing that 80 per cent of independent investors would only buy assets from large ...
Policy & Regulation
The Government has good intentions with the Future of Financial Advice (FOFA) reforms, but the advice industry needs to make sure history is not repeated, according to th...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...