POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
Victorian-based financial planning practice Future First has moved from under the Hillross umbrella to participate under the Paragem Australian Financial Services Licence...
Funds management
Despite many investors' negative experience during the GFC, Australian Unity's Mark Pratt and Cameron Dickman say property fits the gap needed to create an income stream ...
Financial planning
The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...
Financial planning
Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....
Policy & Regulation
The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....
Financial planning
Planners believe that on average a financial planning practice is worth between two and three times recurring revenue - with smaller practices far more popular, according...
Editorial
A document purporting to be the outline of an agreement on FOFA struck between the Financial Planning Association and the Industry Super Network caused furore in the indu...
Financial planning
Financial planner and client sentiment improved marginally in February but remains very fragile amid the expectation of bad news, according to the latest research conduct...
Financial planning
The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...
Financial planning
The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....
Financial planning
The ownership of financial planners by product manufacturers creates one of the main barriers to improving the quality of advice in Australia, according to ASIC....
Policy & Regulation
The Minister for Financial Services, Bill Shorten has flagged eventual moves towards issues contained in document purported to be agreement between FPA and ISN....
Financial planning
The Coalition has expressed disbelief the FPA may have done a deal with the ISN conceding opt-in in exchange for other concessions including enshrining the term “financia...
Financial planning
The FPA has announced a series of educational workshops that will address recent poor results from ASIC's financial planning shadow shop....
People & Products
National Australia Bank has appointed Daniel Lowinger national manager - financial planner banking, NAB....
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...