Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...
Financial planning
Lonsec and Milliman announce joint venture to provide a service based on the needs of retirees....
Accounting
Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....
Financial planning
Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...
Financial planning
The Federal Government has bowed to industry pressure by allowing planners breathing space on TASA transition....
Editorial
Financial planners are required by regulation to hold Professional Indemnity insurance, but Oscar Martinis writes that notwithstanding the increasing cost of premiums, pl...
Life/Risk
AFA insists any examination of churn and self-regulation must look beyond the adviser channel....
Financial planning
While most of the financial services industry expects business activity to grow over the next year, most employers continue to remain cautious about increasing salaries i...
Accounting
CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....
Accounting
Count Financial welcomes Parliamentary progress of limited licensing arrangements for accountants....
Financial planning
FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...
Financial planning
Wealth summit confirms US investors are just as tentative about getting out of cash as their Australian counterparts....
Financial planning
The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....
Financial planning
Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....
Life/Risk
The Federal Opposition says that so far as churn exists in the life/risk sector it should be subject to a self-regulatory approach....
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?...