POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING INDUSTRY
Financial planning
The Financial Ombudsman Service has introduced new services and staff in a bid to improve its engagement with financial planning members....
Financial planning
DKN has foreshadowed further growth on the back of a solid profit result. ...
Editorial
To be recognised as true professionals, financial planners need the equivalent of a degree qualification. The FPA's Certified Financial Planner designation is not enough,...
Financial planning
Financial planning industry bodies must be careful taking sides during the election campaign - but at the same time they must continue stating their positions, writes Mik...
Financial planning
With commissions in super now on the way out, it's time for the public relations campaign run by industry funds to end, according to the principal of business broking fir...
Editorial
The financial planning industry should be paying more attention to female advisers - as well as female clients....
Financial planning
Major firms represented in new accountant planner group....
Financial planning
Contrary to the concerns of many in the financial planning industry, the vast majority of phone-based intra-fund advice services offered by industry funds are manned by f...
Editorial
Since there is bipartisan support for the removal of commissions from planner remuneration, the outcome of a Federal Election will not change the fact that commissions ar...
Editorial
The electoral cycle has overtaken the Government's agenda to change the financial planning industry and, as Mike Taylor reports, the ultimate outcome will be dictated by ...
Editorial
Paul Barrett commends the Future of Financial Advice recommendations but warns that the annual renewal requirement will create more risk for investors....
Editorial
Financial planning is about more than selling investment products, says Ray Griffin. It is about establishing long-lasting client relationships....
Editorial
With trailing commissions soon to be a thing of the past, owners of financial planning practices need to ask themselves how much their businesses are worth....
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) are keen to have representation on the Future of Financial Advice expert advisory pan...
Editorial
The failures of various agribusiness managed investment schemes have created problems for the planning industry....
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...