POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
The Department of Treasury has pointed to the role of financial advice in assisting consumers to engage with the financial system....
Financial planning
Financial advisers are still not addressing longevity risk and having conversations with clients about what they will do if they live too long, according to one speaker a...
Financial planning
Asteron Life has launched an educational television offering which it says is intended to get advisers "market savvy". ...
Financial planning
Following up on its move to actively target its existing network of independent financial advisers, Investec Australia has reduced the interest rates on its tailored home...
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Financial planning
Impending changes to aged care legislation will have many questioning whether or not they should sell their homes. And financial advisers will have a crucial role in stee...
Financial planning
Contrary to what some believe, the client owns the client: the client is not owned by the adviser, the dealer group or the broker, as Craig Parker explains. ...
Financial planning
No one would deny that the role of a leader in business is critical. It defines a business’ culture, staff retention, customer satisfaction – and in the end its growth an...
Financial planning
Milana Pokrajac examines the advantages and disadvantages of vertically integrated advice compared to self-licensing and non-aligned advice....
Financial planning
Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...
Financial planning
While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...
Editorial
An easy line of spin is being peddled on the antecedents and consequences of the Government’s FOFA amendments. But any examination of financial services history shows the...
Financial planning
Suncorp-owned risk-focused dealer group Guardian Advice has launched what it is describing as a ‘Centres of Influence' strategy guide intended to help advisers build robu...
Policy & Regulation
The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....
Superannuation
SPAA welcomes Federal Government decision to amend how best interest duty works as part of FOFA reforms....
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...