Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL SERVICES REFORM
Financial planning
Pauline Vamos is pleased to have won the title of most influential person of the year in financial services - not so much for herself, but because she represents the Aust...
Financial planning
Australia’s anti-money laundering agency, Austrac, has taken the step to recognise financial planners as legitimate ‘professionals’....
Financial planning
Financial planning fees and commission have been the subject of much discussion over the years and they are once again back on the agenda....
Financial planning
FINANCIAL advisers will not need to disclose commission on risk products thanks to the lobbying efforts of the Association of Financial Advisers (AFA)....
Financial planning
Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....
Financial planning
Pauline Vamos has been named the most influential person in financial services by a panel of industry peers....
Accounting
Australia’s peak accountancy body, CPA Australia, announced yesterday it was confident of achieving an exemption for accountants from the licensing requirement of the Fin...
Financial planning
Midstreet Technology, which bought the Wealthpoint platform from Sealcorp this week, will be revamping and relaunching the web-based technology platform....
Financial planning
BRIDGES Personal Investment Services has signalled that it will be pursuing a major growth strategy over the next 18 months, aiming to build its planner numbers to 200, w...
Financial planning
The Association of Financial Advisers (AFA) used a meeting last week of the Financial Services Reform (FSR) Implementation Consultative Committee to call for clarificatio...
Financial planning
IF THERE was one phrase to illustrate what this year’s Top 100 has revealed, it would have to be “steady as it goes”....
Financial planning
The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....
Financial planning
ROYAL & Sun Alliance (R&SA) gave birth to Guardian Financial Services in November 2001. Not yet 12 months old, the group has already attracted 98 planners and has plans t...
Financial planning
CPA Australia is clearing the way for its members to go down the path to financial planning in releasing a CD-Rom designed to give accountants a leg-up into the advice in...
Financial planning
The current environment does not encourage advisers to charge fees for service, argues PETER BOBBIN. But all that might change if the law was amended to allow clients to ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...