POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
People & Products
Income Security joins with Avea to launch product aimed at addressing the redundancy insurance gap. ...
Financial planning
FOS has renewed calls for a financial services compensation scheme, after pointing to a clear gap in the consumer protection framework. ...
Financial planning
The Federal Government has signaled that it has abandoned the regulatory changes to FOFA it pursued last year and that any amendments will be via bipartisan agreement. ...
Financial planning
Sydney accounting and advice firms, Pitcher Partners and Moore Stephens, have announced plans for a "game-changing" merger later this year. ...
Financial planning
Boutique dealer group Bombora Advice announced two Victorian-based practices have joined it as equity partners. ...
Financial planning
Australian households are more than two years ahead of their mortgage and have reduced the interest paid on their credit cards, according to a report. ...
Financial planning
Almost 7000 people have confirmed they want advice they received at the CBA reviewed, while the bank has paid $79k in compensation....
Financial planning
ASIC refuses a planning firm permission to tailor how its planners’ remuneration and bonuses are revealed to clients....
Superannuation
Accountants have been urged to ignore the vested interest hype around limited licensing and to follow the counsel of the major accounting bodies. ...
Financial planning
Centrepoint Alliance has appointed the former deputy CEO of the FSC to its board as a non-executive director continuing its governance renewal program....
Financial planning
In a bid to encourage philanthropy the Government has simplified the valuation requirements for donations of listed shares and managed funds....
Financial planning
Boutique planning firm, HNW, will restrict the number of accounting firms it authorises under its AFSL ....
Financial planning
A South Australian mortgage broker has faced Adelaide Magistrates Court over a $12 million deception....
Financial planning
Doctors are set to save money on advice with healthcare specialists, MEDIQ Financial Services, transitioning clients to a new lower cost managed discretionary account sys...
Financial planning
Financial advisers are hiring mortgage brokers and tying them into their business instead of using external referrals according to a mortgage aggregator....
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...