POWERED BY MOMENTUM MEDIA
MORTGAGE BROKING
Financial planning
The Commonwealth Bank has targeted late 2019 for completing the demerger of its wealth assets after reporting a solid September quarter....
Financial planning
The Productivity Commission chairman, Peter Harris, has claimed the Future of Financial Advice increased market concentration while suggesting planners should be allowed ...
Policy & Regulation
The mortgage broking industry is facing the prospect of a consumer best interest duty as a result of Productivity Commission scrutiny....
Tech
MoneyQuest managing director, Michael Russell has questioned the reliance of financial services companies on big data, algorithms, robo-advice and AI....
Policy & Regulation
Mortgage brokers don’t spruik products and options the way financial advisers do and should therefore be subject to different regulatory considerations, according to the ...
Policy & Regulation
The Australian Securities and Investments Commission’s review of the mortgage broking industry suggests it is facing its own FOFA moment, particularly where commissions a...
Financial planning
Advice clients were demanding integrated advice from their advisers, including mortgage broking or accounting services in addition to financial planning advice....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...