Powered by MOMENTUM MEDIA
moneymanagement logo
 

PLANNERS

Financial planning

There is plenty of consumer and legal/regulatory experience, but there are only two planners on the Government’s new Financial Adviser Standards and Ethics Authority....

Financial planning

Trusted advisers may help connect their clients to philanthropy, according to DSS study....

Financial planning

Meeting planner needs has become an even more intense focus for the highly competitive platform providers, according to Investment Trends....

Financial planning

Financial planners advising SMSF clients are overlooking small APRA funds as an alternative for those who want to exit SMSFs, according to John Wiseman....

Accounting

Financial planners and accountants need to change their mindset and the way they work to successfully service SMSF clients under the new licensing rules....

Financial planning

The Financial Planning Association wants the Government to ensure planner/client relationships carry the same legal privilege as lawyer/client relationships....

Financial planning

The FPA has expelled a financial planner member for cheating on his CFP, while another awaited an outcome after acting dishonestly in relation to insurance applications....

Financial planning

Financial planners and paraplanners who can add extra value to their role will be in high demand in 2017, according to Hays....

Financial planning

Robo-advice is on the rise but the latest research from Investment Trends suggests it will be mostly positive for financial advisers....

Financial planning

Existing planners continued to express uncertainty over course requirements under the new professional standards with the establishment of the standards setting body at l...

Superannuation

There are jurisdictional uncertainties about which external dispute resolution bodies should handle complaints involving planners, according to the Australian Institute o...

Financial planning

ASIC has confirmed it will be relying on professional associations to administer planner codes of conduct with the ultimate sanction being a planner’s loss of membership ...

Financial planning

Older accountants and planners looking for an emergency exit from the industry would have to accept “fire sale” prices unless they modernised, similar to the dilemma face...

Policy & Regulation

The chief ombudsman, Shane Tregellis, has said the Financial Ombudsman Service is never reluctant to call on the expertise of planners to help in dealing with disputes....

Financial planning

Financial advisers have so far failed to tap into the untouched customer base of around 18.5 million people....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 weeks 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 weeks 1 day ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 2 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 6 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 1 day ago