POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Financial planning
OneVue has upgraded its Unified Managed Account platform to offer two separate investment package options plus a simplified fee structure....
Life/Risk
Cultural shifts over the last few years might have resulted in consumers driving churn, according to an insurance executive....
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Editorial
A strategy for winning the Tour de France has a surprising number of elements in common with winning the race in investing and financial planning, according to Edward Smi...
Life/Risk
Col Fullagar spoke about the so-called claims management bullies earlier this year at the Money Management Risk Issues workshop. In this second part of his presentation h...
Financial planning
The chairman of the Senate Committee reviewing ASIC laments that its greatest successes appear to have occurred after the damage has already been done....
Financial planning
ASIC signals it will look to the most senior levels when it detects a bad compliance culture....
Financial planning
Association of Financial Advisers (AFA) chief executive officer Brad Fox has called for a new life insurance awareness campaign after a white paper revealed a huge gap be...
Editorial
The financial services industry’s approach to post-retirement has long been regarded as stale. Critics’ voices have become ever louder and, as Janine Mace reports, the in...
Editorial
When Commonwealth Financial Planning was subjected to an enforceable undertaking imposed by ASIC in 2011, it was the subject of a good deal of media coverage in Money Man...
Editorial
Financial planners may have won something of a victory in terms of TASA implementation, but the Financial Services Council’s Cecilia Storniolo writes that those impacted ...
Financial planning
Homesafe Solutions believes market conditions have generated an environment conducive to equity release products....
Life/Risk
Some progress appears to be being made towards finding common ground on life/risk sustainability and churn....
Accounting
A new ICAA white paper argues the case for a new Government to recognise the ability of accountants to rebuild community trust in the financial services industry....
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...