Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
The SMSF Association has announced the establishment of a Global Centre of Excellence for Retirement Savings in Adelaide....
Financial planning
A victims group has argued for an independent inquiry into the Trio Capital scheme which it said ASIC did not do, and pointed to a systemic failure of the entire financia...
Financial planning
ANZ Wealth has launched a pre-assessment tool aimed to help advisers improve client experience....
Editorial
The Financial Planning Association has clearly defined the difference between planners and accountants and why one size does not fit all with respect to remuneration, Mik...
Financial planning
The financial advice sector will be slapped with a fixed levy of $1,500 under ASIC’s cost recovery framework, while super trustees will face a 'graduate component' based ...
Tools & guides
Sean Howard looks at strategies advisers can use to maximise Age Pension entitlements, minimise income-tested care fees, and provide income to a person that needs home ca...
Financial planning
The Government is canvassing extending the Bank Executive Accountability Regime to executives within bank-controlled subsidiaries such as dealer groups, insurers and sup...
Financial planning
The AFA and the Beddoes Institute is undertaking industry-wide research to gather views on what the education pathway should look like....
Life/Risk
Financial advisers are finding life insurance medical assessment services highly valuable with a quadruple increase in referrals to Synchron Medical....
Financial planning
CFS’ FirstTech app is now available to all CFS platform advisers to provide advisers with fast access to the latest super, tax, social security, and aged care information...
Financial planning
The Association of Financial Advisers has warned the Government the growing burden of regulatory costs could see some smaller financial services licensees exit the sector...
Financial planning
The Financial Planning Association has strongly opposed Treasury inclinations towards the creation of a passive “MyRetirement” regime similar to MySuper....
Financial planning
The Australian Securities and Investments Commission has admitted the FOFA changes fell short of addressing many of the issues driven by vertical integration....
Financial planning
A Parliamentary Committee has been told that just because some “sharp” financial planning practices don’t breach the law doesn’t make them right....
Features
Wayne Wilson looks at the top factors that drive and improve financial advice practice profitability....
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...