POWERED BY MOMENTUM MEDIA
PLANNING
Financial planning
The Financial Sector Union has demanded to meet with NAB chief executive, Andrew Thorburn to discuss its plans to slash 6,000 jobs by 2020....
Policy & Regulation
The Australian Bankers’ Association has sought to limit the extent to which bank executives can be punished for the actions of others under the Bank Executive Accountabil...
Financial planning
GreenZone Australia co-founder Geoff Rimmer has drawn attention to confidence issues planners face with establishing their own AFSLs....
Financial planning
The Financial Adviser Standards and Ethics Authority has confirmed the degree pathway for new entrants to apply from January, 2019....
Superannuation
ISA has analysed SuperRatings’ data on industry super fund performance versus retail fund performance to argue against proposed governance changes....
Editorial
Mike Taylor writes that seven years after AMP Limited acquired AXA Asia Pacific, IOOF has moved from bit-player to dominant non-institutional wealth organisation....
Financial planning
ASIC is using data from the life insurance industry along with risk factors to help identify advisers who are more likely to be providing poor advice....
People & Products
Elston Asset Management has partnered with a Brisbane-based wealth management firm to launch a private label SMA via HUB24....
Superannuation
Industry Super Australia has drawn upon comments from new ASIC chairman, James Shipton, to attack both the banks and the Government’s legislation aimed at imposing govern...
Financial planning
The industry needs clarity on how the new educational standards for existing advisers will quantify experience and established client relationships....
Life/Risk
Risk advisers need to articulate the value of their advice to clients in light of LIF reforms as they look to charge clients fees for risk advice....
Policy & Regulation
The Federal Treasury has confirmed that the Government’s determination to set up a one-stop-shop external dispute resolution scheme will end up costing stakeholders, incl...
Financial planning
Westpac chief executive, Brian Hartzer has confirmed the company’s financial advisers are encouraged to sell BT Life products and he makes no apologies for the shape of t...
Financial planning
The AFA has released its advice competency framework whitepaper at the 2017 conference, highlighting the need for advisers to focus on soft skills, not just technical....
Financial planning
The proposed changes to strengthen ASIC’s licensing powers could destroy the value of an investment when there has been no misconduct....
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...