POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
A new firm has emerged in the financial planning space offering what it describes as a flexible loan-writing solution for financial advisers....
Financial planning
Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....
Superannuation
AMP is moving to acquire Cavendish Group and will set up a new self-managed super fund business unit that will be led by Paul Sainsbury....
Financial planning
Financial services industry veteran Arthur Naoumidis is to offer free financial planning software after picking up CARM's offerings in a liquidation sale....
Financial planning
Institutionally-aligned financial services providers are increasing their budgets for online marketing activities, but most financial planners are struggling to adequatel...
Editorial
Given the end of the 2011/12 financial year also represents the start of a 12 to 14-month countdown to the next federal election, the time available for Bill Shorten to m...
Policy & Regulation
The Association of Financial Advisers has urged a uniform 1 July, 2013 FOFA start date as another legal anomaly has been identified....
Superannuation
David Barrett briefly addresses two major challenges that loom for financial advisers: providing the strategic advice associated with a potential recommendation for a sup...
Financial planning
A former adviser for Guardian Financial Planning has pleaded guilty in the Downing Centre Local Court to falsifying 65 insurance applications in order to collect commissi...
Accounting
The new limited licensing regime for accountants has received widespread support from the financial services industry....
Superannuation
The annual Vanguard/Investment Trends Self Managed Super Fund (SMSF) Report has revealed the sector's continued growth, both in terms of the number of fund establishments...
Accounting
It may be as late as mid-2013 before the new accountants' advice regime is up and running....
Accounting
By becoming licensed to provide financial advice, accountants will be able to charge clients for advice they are currently "giving away for free", says head of SMSF Advic...
Financial planning
In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...
Financial planning
Most financial advisers want access to a broad Approved Product List (APL) before they make the decision to join a licensee....
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...