POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
Warning that FOFA fee disclosure requirements will create more problems than they fix....
Financial planning
The financial advice industry is mourning the loss of Synchron founder and director Paul Riegelhuth, who died late last week after an accident at his home on Sunday 28 Ap...
Editorial
BT Financial Group’s performance has helped drive a solid first-half performance for Westpac....
Financial planning
It may have been more than a year since the Industry Super Network (ISN) toned down its television advertising impacting financial planners, but they continue to suffer a...
Financial planning
Westpac’s half-year results give a glimpse of what its planner growth strategy has cost....
Superannuation
Boutique fund managers are trying to grab a slice of the ever-growing self-managed super fund (SMSF) pie, but some are questioning whether it is worth the effort. ...
Superannuation
Small business owners who aren't earning enough taxable income to contribute to super should consider other alternatives and avoid the additional legislative risk of supe...
Life/Risk
Former HFA Asset Management boss Oscar Martinis has established a new planner and accountant-oriented insurance offering....
Financial planning
SEQUAL has launched an updated version of its reverse mortgage education program that takes into account the broader seniors home equity release market....
Funds management
Financial planners should consider specialising in property investment to take advantage of current market forces, according to Property Investment Professionals Associat...
Editorial
With the Federal Budget, end of financial year and Federal Election looming, the financial planning industry is still facing a number of critical legislative loose ends. ...
Financial planning
Financial advisers’ behaviour flagged after complaints of inappropriate advice....
Financial planning
The Financial Planning Association has seen a significant change in member demographics over the past 12 months, with an increasing number of young planners joining the a...
Financial planning
Securitor rolls out a group-wide social media capability, with plans to use the platforms for professional development and technical training as well as providing a furth...
Financial planning
Whittaker Macnaught advisers will have to open a practice under Financial Wisdom if they wish to retain their clients after CBA closes the advice business on 30 June....
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...