POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
One of the people involved in the early days of the exchange-traded fund (ETF) market, former iShares director Tim Bradbury, has established a consulting and training bus...
Financial planning
The provision of scaled and limited financial advice, particularly over the phone, will be a key value proposition in attracting both financial advisers and clients to AN...
Funds management
Former co-head of iShares Tim Bradbury has launched ETF Consulting, a specialist exchange traded fund (ETF) consulting and training firm targeting financial advisers, ins...
Policy & Regulation
ASIC will release regulatory guidance on FOFA reforms in time for a 1 July 2012 implementation date - if the bills pass parliament in time....
Financial planning
Financial advisers looking to sell books of lower value clients due to Future of Financial Advice changes should first look at other options such as reducing the cost of ...
Financial planning
Securitor, one of BT Financial Group's major dealer groups with 450 advisers, has joined the Association of Financial Advisers....
Financial planning
The degree to which Australian financial planners are looking for more optimistic signals amid the current torrent of bad news has been revealed in new research released ...
Financial planning
As debate heats up over the Australian Securities and Investments Commission's (ASIC's) proposed educational guidelines for financial advisers, training providers argue t...
Financial planning
Self-managed superannuation fund (SMSF) specialist Multiport has partnered with dealer group InterPrac to provide daily administration, compliance and reporting services ...
Editorial
Col Fullagar looks at the issue of surveillance during claims management and the financial adviser’s role in making sure the client is treated fairly. Is surveillance an ...
Editorial
How do you keep financial planning clients engaged for the long-term in an age of instant gratification and continuing market volatility? The answer may lie in the client...
Superannuation
Financial advisers may be unaware of the hidden costs with regards to the taxation treatment of lump sum benefits from superannuation, according to Damian Hearn....
Editorial
As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...
Financial planning
Australian Unity Personal Financial Services has selected Morningstar Australasia to provide research and analysis support....
Policy & Regulation
The Financial Ombudsman Service has told the Parliamentary Joint Committee that the FOFA bills may need to be amended to prevent clients of financial advisers being unwit...
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...