POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Superannuation
One of the headline announcements in the 2012-13 Federal Budget affecting SMSFs was regarding contribution caps. Dan Butler and Nathan Papson explore this announcement, a...
Editorial
Mike Taylor writes that the Government’s FOFA process has finally produced a genuinely positive outcome in the St John report’s clear analysis of the need for financial p...
Financial planning
ANZ Wealth has rationalised its research contracts, with Mercer now the major provider of investment research and consulting services for its Australian Wealth and Privat...
Tools & guides
MLC's Gemma Dale outlines the issues financial advisers need to consider before and after 30 June to help clients maximise opportunities and avoid costly mistakes....
Financial planning
Adherence to the FPA's code of conduct should not be difficult and would prevent any financial adviser being penalised by FOS, the Ombudsman has confirmed....
Financial planning
The Australian Institute of Superannuation Trustees has told the Treasury it wants the rules around the provision of intrafund advice with respect to MySuper products ali...
Tools & guides
General awareness among financial planners about issues associated with aged care is one thing, but having a strong knowledge in this area is another, writes IOOF’s Marti...
Editorial
As ASIC moves to translate the FOFA Acts into a new regulatory environment, there appears every chance that opt-in obligations may need to become an integral part of indu...
Financial planning
Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....
Financial planning
AMP this week announced upgrades to its Elevate insurance offering, with a particular focus on people working in the mining industry....
Funds management
Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....
Financial planning
Key opposition parliamentarians Senators Mathias Cormann and Arthur Sinodinos to give the counter view on the Budget at AFA forum....
Financial planning
Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....
Financial planning
The ACCC has issued a decision which may have implications for organisations in the financial planning industry....
Life/Risk
With a focus on a clear segmentation of its client base, ANZ Wealth has made a number of product enhancements to its OnePath retail life insurance offering, OneCare....
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...