POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
The Association of Financial Advisers (AFA) and foundation award partner Zurich have launched the inaugural advice practice of the year award....
Policy & Regulation
The Minister for Finance, Seantor Mathias Cormann claims vindication on the back of the FOFA findings of the ABC Fact Checking unit....
Policy & Regulation
Claims that the Federal Government’s proposed changes to the Future of Financial Advice (FOFA) reforms could cost retirees’ their life-savings are 'scaremongering’, accor...
Policy & Regulation
Claims that the major banks are seeking the reintroduction sales commissions for financial advices and compulsory super, are misleading the Australian Bankers’ Associatio...
Financial planning
The AFA has restated its wariness about the general advice exemption at a Senate hearing. ...
Superannuation
Self-managed super fund (SMSF) service provider Heffron has launched an online SMSF form with in-built checking tools to avoid compliance headaches....
Editorial
The growing acceptance of the new electronic currency, Bitcoin, is threatening to disrupt and change the global financial system. Mark Thomas explains why investors and a...
Financial planning
Risk tolerance specialist warns planners to take account of different risk tolerances when dealing with couples. ...
Financial planning
Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...
Life/Risk
In this third of a three-part series on insurance claims, Col Fullagar rounds out the concept of claims management best practice by reviewing the role of analysis, resear...
Financial planning
Investor satisfaction with financial advisers hits a seven-year high, with planners rated highly on trust, technical ability and performance. ...
Financial planning
TASA and FOFA focus of planners’ attention....
Editorial
With post-retirement planning emerging as a major issue in 2014, Andrew Gale argues that there needs to be less focus on products and more focus on advice-based solutions...
Financial planning
Provisio Technologies has announced the introduction of a range of new tools designed to increase engagement between financial advisers and clients. ...
Editorial
Socially responsible investing is more complex than simply distinguishing ‘good’ companies from ‘bad’ companies, writes Bruce Smith. ...
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...