POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
IOOF has lost a protracted case in the Supreme Court of Victoria in which two financial advisers alledged the group sold building society offices held by them to the Bend...
Financial planning
Fiducian Financial Services is close to striking a collection of deals to significantly increase the scope and presence of its national financial planning franchise netwo...
Financial planning
Fiducian Portfolio Services managing director Indy Singh says his company is in discussion with several groups, including a national accounting group, over the provision ...
Financial planning
The Association of Financial Advisers (AFA) is seeking direction from Government, and in turn the Australian Securities and Investments Commission, on guarantees to prote...
Financial planning
Planners have next to no education in the area of direct property investment, which, according to some industry commentators, is a serious oversight. Mike Taylor reports....
Financial planning
The Office of the Federal Privacy Commissioner (OFPC) has released guidelines on what happens to client data when financial advisers move to another dealer group....
Financial planning
ING has made a swathe of upgrades to its Integra superannuation fund as it attempts to market the product as a “more rounded” offering rather than standing out for any on...
Financial planning
Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....
Financial planning
Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....
Financial planning
The Australian Securities and Investments Commission (ASIC) has moved to ease pressure on it following a rush of Australian Financial Services (AFS) licence applications ...
Financial planning
The Association of Financial Advisers (AFA) officially launched its new professional designations yesterday at the AFA National Conference in Queensland....
Life/Risk
The former chairman of the Australian Securities and Investments Commission, Alan Cameron has been appointed to head up a Federal Government review of the Insurance Contr...
Financial planning
The Norwich Union owned Navigator platform is set to incorporate straight through processing (STP) throughout its operations, to the benefit of the 3,500 financial advise...
Financial planning
Some financial planners are moving into risk insurance, an area historically occupied by life agents. Craig Phillips looks at some of the drawbacks of such a move....
Financial planning
Risk insurance has been on the ropes for some time but it is far from down and out. In fact many in the game would contend the market must improve as it has no other opti...
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...