Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
Advisers need risk capacity and risk tolerance measures to help clients reach retirement goals, Milliman believes....
Financial planning
Knowledge-intensive jobs are the biggest hiring trend as skilled, experienced, and educated financial planners are in short supply according to Hays....
Financial planning
The Commonwealth Bank has offered almost $4.9 million in compensation to clients who received poor advice while it has offered compensation to 201 cases for poor advice i...
Financial planning
Some financial advisers tended to overestimate the financial literacy levels of clients, while other advisers were expressing the need to explain financial concepts to cl...
Financial planning
ASIC has banned former BTFG financial adviser, Michael Mahoney, from providing financial services for four years for misleading and deceptive conduct when providing insur...
Financial planning
New research reveals that as few as 20 per cent of people trust their banks to give them unbiased advice....
Financial planning
ASIC has permanently banned a former Queensland AMP Financial Planner representative from providing financial services for providing inappropriate advice and borrowing cl...
Financial planning
The Australian Bankers' Association has imposed a planner hiring protocol for use by members to screen out bad planners....
Financial planning
The financial services industry has welcomed the introduction of LISTO but is divided on the objective of superannuation....
Superannuation
The number of people planning to retire in the next 12 months will place a high financial burden on the government, Roy Morgan research found....
Life/Risk
Those pushing for an EGM to change the constitution of the Association of Financial Advisers have fallen well short of the requisite five per cent of members....
Financial planning
Attaining high levels of education could give advisers the confidence to face ethical dilemmas thrown at them by licensees and question the status quo, according to State...
Financial planning
Australians are thinking more about their financial futures but 63 per cent have no plans, according to the FPA....
Financial planning
Australians continued to remain uncertain about their retirement nest eggs but professionally advised Australians felt more prepared for retirement, research showed....
Financial planning
The AIOFP has weighed into the constitutional debate within the AFA, arguing it is about breaking the shackles of institutional manipulation....
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...