Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL ADVISERS

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....

Editorial

With Parliament having risen for the final time before the Federal election and the new legislative settings now largely in place, Lisa Claes says that when the regulator...

Financial planning

Insurer AIA Australia has launched its Priority Protection product suite on the Asgard superannuation platform....

Financial planning

Financial advisers should not ignore the value of having soft and sales skills when it comes to servicing their clients, writes Tim Browne. ...

Life/Risk

New measures introduced in the 2013 Budget will have an important flow-on effect on insurance in super, writes David Glen. ...

Financial planning

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

Financial planning

More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....

Superannuation

The Industry Super Network has launched an advertising campaign focused on the payment of commissions with respect to financial advice around superannuation....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

4 days 2 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

6 days 20 hours ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

1 week 6 days ago