POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
The Financial Ombudsman Service (FOS) has sent financial advisers a clear message that they need to deal with client requests in a timely and efficient manner by ordering...
Life/Risk
AXA Australia has improved its online insurance offering for financial advisers, giving them access to live updates on claims and underwriting information as a client’s c...
Financial planning
MLC chief executive Steve Tucker says the industry must abandon product payments if the industry is to regain public trust....
Financial planning
The Parliamentary Joint Committee that has investigated aspects of the financial services industry over the past nine months has made 11 wide-ranging reform recommendatio...
Financial planning
The Parliamentary Joint Committee led by Bernie Ripoll has recommended ASIC commence immediate work on the creation of a professional standards board for financial advise...
Financial planning
The Parliamentary Joint Committee has recommended the Government consider making financial advice tax deductible as part of its response to the Henry Tax Review....
Financial planning
The recommendations of the Ripoll Inquiry into financial services have gained bi-partisan support, with the Federal Opposition backing the final report of the Parliamenta...
Financial planning
AFA chief Richard Klipin said the report would set the industry on the path of becoming a trusted profession....
Financial planning
The Association of Financial Advisers (AFA) has endorsed the drive to raise the financial planning education bar, however, CEO Richard Klipin said theoretical knowledge m...
Financial planning
The Minister for Financial Services, Superannuation and Corporate Law, Chris Bowen, said any future regulatory change will be guided by the need to provide high quality f...
Financial planning
Standards & Poor’s Fund Services has released a report to help financial advisers gain a better understanding of separately managed accounts (SMA)....
Financial planning
ASIC has defined the number of clients lost by financial planners last financial year....
Editorial
Concessions and how people should access and pay for advice have emerged as the key issues in relation to superannuation and financial services reform....
Financial planning
As a result of the ongoing Government inquiries into the financial services industry, advisers will need to offer clients the "best products" - not just those pushed in-h...
Editorial
It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...
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...