Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
The number of planners using risk software continues to rise, according to a 2013 Investment Trends report....
Financial planning
Specialist broker claims merged planning/accounting firms represent better value....
Financial planning
A former Bell Potter Securities adviser has been jailed for one year after his original suspended sentence was quashed following an appeal. ...
Financial planning
ASIC is trailing other industry bodies when it comes to relevance and engagement with advisers, a financial planning group believes. ...
Funds management
Research group Lonsec and actuarial firm Milliman have teamed up with a cohort of product providers to tackle retirement-related concerns. ...
Superannuation
Accountants fuel growth of SMSFs out of self-interest....
Financial planning
FOS has been characterised by inconsistency, with the resolution and management of complaints dependent on the individual case manager, the FSC says. ...
Financial planning
Boutique planning group Anne Street Partners complies with ASIC requirement and moves to exit legacy mortgage fund....
Editorial
A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...
Financial planning
The time frame in which a will is prepared may also affect the implementation of the advice provided by the planner, writes Melissa Krajacic. ...
Superannuation
Trends towards younger SMSF trustees are part and parcel of increased superannuation engagement, according to the director of financial planning for Chan & Naylor, David ...
Editorial
There are suggestions that ASIC may have concerns about “transition” and “retention” payments made to financial planning principals, and as Mike Taylor reports, perceptio...
Financial planning
BT Select points to new growth objective backed by increased resourcing of member practices....
Financial planning
Former staffer accuses ASIC of burying complaints and only acting when complaints reach ‘tsunami level’....
Life/Risk
Risk commission concerns have blocked discussions about client trust and appropriate selling of risk insurance...
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?...