Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
Brisbane financial planning firm, Carwardine Financial Services, has agreed to undergo an independent external review of its compliance following ASIC surveillance....
Financial planning
A forensic report found the CBA failed to meet the time-frames for several clients who requested reviews for poor advice provided between 2003 and 2012....
Financial planning
New academic research has confirmed clients value their planners and the advice they provide but that cost remains a barrier. ...
People & Products
NAB has appointed Stephen Poole as the new general manager of its Meritum Financial Group....
People & Products
Former Shadforth Tasmania head, James Louw has returned to Morningstar as the director of institutional business development....
Financial planning
The Minister for Revenue and Financial Sevices, Kelly O'Dwyer has confirmed people can call themselves as advisers with as little as four days' training and she thinks hi...
Financial planning
Former Yellow Brick Road chief executive, Matt Lawler, has joined OneVue in a new wealth management services role....
Superannuation
Big superannuation funds which want to stop members switching to SMSFs should be utilising exchange traded funds, according to Rice Warner....
Policy & Regulation
Advisers are moving towards strategic advice as opposed to investment type services and they are particularly interested in the aged care side, according to Aged Care Ste...
Financial planning
Finance executives should make a visible commitment to ethical behaviour by taking the Banking and Finance Oath, former APRA chair, John Laker said....
Financial planning
Members of the Financial Planning Association have been granted ASIC relief from opt-in if they sign up to the FPA’s Professional Ongoing Fees Code....
Editorial
The financial services industry is facing another year of uncertainty but there will be opportunities for it to become the master of its own destiny....
Editorial
Mike Taylor writes that accountant licensing has thus far proved to be the revolution which has not quite happened but the clock is still ticking. ...
Financial planning
Industry associations have welcomed the Federal Government’s introduction of the bill to mandate higher education and professional standards for advisers....
Financial planning
The Minister for Revenue and Financial Services, Kelly O’Dwyer, has introduced the bill to mandate professional standards and education into Parliament today....
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...