POWERED BY MOMENTUM MEDIA
FSG
Financial planning
Financial services guide and statement of advice documentations, breach reporting, and applying the Corporations Act are some of the key areas where exam takers are strug...
Financial planning
Only 2% of advisers and advice firms can label themselves as “independent’, meaning most will be subject to the new Financial Services Guides disclosure obligations....
Financial planning
A West Australian adviser has told the Federal Treasury that industry funds have been allowed to hide behind intra-fund advice and to create an environment that favours o...
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...