POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...
Superannuation
Corporate super specialists have been the most negatively affected by the Future of Financial Advice (FOFA) reforms due largely to a misunderstanding about the services t...
Financial planning
AFA claims FOS ground rules provide inherent imbalance against advisers....
Superannuation
In an effort to better inform trustees as well as its adviser clients, Wealthtrac has launched a mobile app that is designed to deliver news and information to anyone int...
Superannuation
While the SMSF advice space may have changed with the introduction of limited licensing, it is the concept of an SMSF profession that remains paramount, according to Andr...
Financial planning
Dealer group heads deny playing a numbers game and admit to turning away some planners....
Financial planning
The financial services regulator will observe a number of selected licensees in their FOFA implementation over the next few months with the goal of identifying areas wher...
Financial planning
ASIC warns of best interest duty breaches where dealer groups take a ‘cookie-cutter’ approach....
Editorial
Financial advisers should beware dealer groups that promise them the world during the courtship phase but fail to deliver once the marriage contract is signed, writes Ann...
Life/Risk
ASIC deputy chairman Peter Kell has used his speech at the AFA national conference to announce major surveillance of retail advice with respect to life insurance. ...
Life/Risk
CommInsure’s Tim Browne says the company had stopped using the word ‘churn’ because it doesn’t accurately represent the underlying issue, which is policy design....
Financial planning
Bank executive confirms impact of grandfathering on practice funding. ...
Financial planning
Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....
Financial planning
The BT life insurance business this week laid claim to passing a milestone, with one million policies now in-force....
Financial planning
With internet speeds increasing and the adoption of mobile technology expanding, financial advisers face a big challenge when it comes to staying relevant in social media...
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...