Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING ADVICE
Financial planning
In what appears to be a counter measure against the marketing campaign of industry superannuation funds, the Financial Planning Association has released its own ‘compare ...
Financial planning
The Financial Planning Association has called for changes to be made to the Financial Services Reform Act to ease the burden of compliance on financial planners and make ...
Financial planning
Members of the Financial Planning Association will be expected to separately disclose the cost of advice from the cost of an investment product to their clients from Janu...
Financial planning
A West Australian-based risk adviser has criticised the regulator in a submission to a Federal Parliamentary inquiry for an alleged bias in favour of industry funds in ta...
Financial planning
Financial services group First Capital Group will acquire 19.9 per cent of business and wealth creation coaching firm Empowernet Digital....
Financial planning
ASIC is currently examining whether further regulation is specifically needed for platforms, although at present it is unclear whether they should be defined as a product...
Financial planning
MLC has thrown its support behind the type of remuneration offered by the FPA advice-based fee model....
Financial planning
The FPA has welcomed a reported increase in the number of breach of licence notifications received by the corporate regulator from the financial services industry....
Financial planning
Australia is currently enjoying the best employment market in years with a low national unemployment rate. Job seekers in most markets have many choices and career option...
Financial planning
Shadow shoppers seeking financial planning advice for ASIC’s current shadow shopping campaign are no longer at large....
Financial planning
ASIC has delivered one of its most stinging criticisms of commission-based selling of financial planning advice, and called for dealer groups around the country to move t...
Financial planning
Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...
Financial planning
The corporate regulator has announced a crack down on super advisers who recommend employers take employee funds out of corporate super and place them into commercial mas...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...