Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Policy & Regulation
The Federal Government has moved to impose much of its FOFA changes by almost immediate regulation but with significant tightening around conflicted remuneration....
Editorial
Mike Taylor writes that if the Senate Committee inquiry reviewing the actions of ASIC has achieved nothing else, it has has identified just how reliant the regulator has ...
Editorial
ETFs lay in the shadow of other investment vehicles for almost a decade, but the last two years have seen their value skyrocket. Could it have anything to do with regulat...
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....
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...