Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
SMSF
The Royal Commission has laid groundwork to improve the financial services sector and build a more trusted industry, according to the SMSF Association....
Financial planning
The Financial Planning Association has urged the Government to give financial planners access to the Commonwealth Support Places regime to help them pay for obtaining the...
Financial planning
The Royal Commission has called on the financial services industry to prioritise ethical decision-making and individual accountability, according to the Board of Banking ...
Financial planning
Kenneth Hayne’s emphasis on culture signals clearly that responsibility for misconduct lies with the senior management and boards of the entities involved, an executive a...
Financial planning
Investors and self-managed super funds with exposure to the retail property market need to remain alert as the sector is expected to see a significant change....
Financial planning
The Financial Adviser Standards and Ethics Authority has made some minor concessions around the financial adviser exam....
Financial planning
New analysis produced by research house Dexx&r has starkly revealed the dollar impact of removing grandfathering, with billions of dollars in superannuation funds under m...
Financial planning
The Actuaries Institute has signalled its willingness to assist in the implementation of the Royal Commission’s final report’s recommendations....
Financial planning
A former Adelaide financial adviser has pleaded guilty to 29 dishonesty offences committed when he was a planner, after ASIC found that he stole around $4.88 million from...
Financial planning
The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...
Financial planning
Industry Super Australia has told a key Parliamentary Committee that advisers can’t necessarily be trusted when it comes to giving advice around the selection of post-ret...
Financial planning
The Australian Prudential Regulation Authority has decided to keep the countercyclical capital buffer for authorised deposit-taking institutions on hold at zero per cent....
Financial planning
Money Management’s survey confirms the likelihood that more than a quarter of financial planners will exit the industry as a result of the Financial Adviser Standards and...
Financial planning
Financial adviser respondents to an ongoing Money Management survey say that while they back most of the objectives of the Financial Adviser Standards and Ethics Authorit...
Financial planning
A Hobart financial planner who was not sufficiently trained, despite holding a Diploma of Financial Planning from Kaplan, or competent to provide financial services has b...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...