POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Financial planning
Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...
Financial planning
The Financial Planning Association has launched a pro bono service to provide financial advice to victims of recent natural disasters around Australia....
Financial planning
Australian Unity Personal Financial Services (PFS) is focusing on growing its adviser base by marketing itself as a non-aligned financial services organisation, according...
Editorial
While financial planners accept the reasons they are required to hold Professional Indemnity insurance, there are signs the system needs a review....
Financial planning
Engaging with clients is one thing, but financial planners need to engage with and understand their referral partners if they want to grow their businesses....
Funds management
New survey suggests financial planners have reduced allocation to managed funds once again in 2012, though the decline appears to be bottoming out....
Financial planning
As the Financial Planning Association (FPA) opens enrolments for its 2013 Certified Financial Planner (CFP) program, chief executive Mark Rantall says the year ahead look...
Financial planning
Money is starting to move out of term deposits and other cash deposits and into equities and bonds, according to Equity Trustees head of corporate fiduciary and financial...
Financial planning
Financial planners and accountants need to know how their clients’ relationship status is seen in the eyes of the law, according to lawyer Nabil Wahhab, or things like su...
Financial planning
Senior financial planners, paraplanners and relationship managers are in high demand as the new year begins - but employers are maintaining high standards in the selectio...
Financial planning
Some planners are worried that PI requirements risk compromising best interest allocations....
Superannuation
Time is running out for financial planners and accountants working in the SMSF space to make crucial decisions before legislative changes come in, according to SPAA....
Financial planning
Financial planners are increasingly looking to invest in Asia via exposure to luxury goods manufacturing in developed regions, according to Investment Trends....
Financial planning
While the ultimate shape of FOFA might depend on who wins the next Federal election, financial planners will have a busy year ahead nevertheless, writes the FPA’s Dante D...
Policy & Regulation
From 1 July this year, planners will have to divide their client base into pre-FOFA and post-FOFA clients, according to Madison Financial Group head of compliance Cheyenn...
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...