POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING INDUSTRY
Financial planning
If we think back to 1988, a person could obtain an authorised representative’s licence through attending two days of in-house training. ...
Financial planning
The financial planning industry has become one of Australia’s most sought after industries for employment, according to the latest Morgan & Banks job index....
Financial planning
Prominent industry figure Anthony Starkins dropped a bombshell on the financial planning industry earlier this month when he called on the Government to outlaw commission...
Financial planning
Improving the image of financial planners in the eyes of Australian consumers will be the cornerstone to Ken Breakspear’s strategy for the Financial Planning Association....
Financial planning
Three developments in recent weeks point to an elevation of the financial planning industry onto the national political stage....
Financial planning
The integration of risk insurance into a financial planning business is a necessary future step for the planning industry to take, according to Ord Minnett personal risk ...
Financial planning
South African-based Investec has embarked on ambitious expansion plans for its Australian-based financial services business....
Financial planning
CPA Australia has hit out at what it calls “scaremongering” about the Declared Professional Body (DPB) exemption contained in the Financial Services Reform Bill (FSRB)....
Financial planning
It’s like a ticking time bomb sitting beneath the financial planning industry. Tax legislation aimed at snaring IT and construction contractors has unintentionally caught...
Financial planning
Risk products that don’t pay commissions – you’ve got to be joking. Refunding trail commissions – too hard....
Financial planning
Who is best qualified to give advice, accountants or planners, has been a long running debate. John Wilkinson looks at how this debate is developing and the influence of ...
Financial planning
The push by the government to change the face of the financial services industry has also included a change in the way planners are licensed and educated. David Chaplin e...
Financial planning
The financial planning industry is about to go through a phase of uncertainty in its evolution into a major profession, says Jim Stackpool of Strategic Consulting and Tra...
Financial planning
As women move out of the kitchen and into the boardroom, they’re becoming increasingly savvy about investment. Kate Kachor asked four industry gurus if women need specia...
Financial planning
Industry research tells us that more and more people are turning to financial planners – but what do clients really think of their advisers? David Chaplin investigates....
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...