POWERED BY MOMENTUM MEDIA
ROYAL COMMISSION
Policy & Regulation
The implementation of recommendations from the Royal Commission will be deferred for six months to allow the industry to deal with the impact of COVID-19....
Superannuation
Superannuation funds may not have been responsible for the $150,000 early release fraud being investigated by the Australian Federal Policy but their members will ultimat...
Financial planning
Institutional investment consultancy, Jana, has announced an expansion into the retail market with the provision of managed account services to financial advice and priva...
Life/Risk
Synchron director, Don Trapnell, said life/risk advisers are being treated unfairly under the education requirements and deserve a separate standard suited to the profess...
Features
Working from home is one of the biggest shifts globally to have come as a result of the COVID-19 pandemic. While a financial adviser’s work is centred around physical fa...
Features
The Retirement Income Review has been welcomed by many in the industry, but Chris Dastoor writes, it is still uncertain what it will mean for the industry in the long-ter...
Expert Analysis
As Australia moves under lockdown, ASIC needs to ease the regulatory burden for advisers unable to meet face-to-face with clients, writes Shannon Bernasconi....
Tools & guides
There are subjective trends in the distinction between retail and wholesale clients, writes David Barrett, and it is important advisers get it right to avoid costly mista...
Financial planning
Allan Gray surveyed 70 advisers with 77% saying COVID-19 will increase demand for financial advice....
Editorial
Financial advisers have been the subject of some highly negative publicity over the past decade but their good works have been seen to shine as they help clients navigate...
Policy & Regulation
The Commonwealth Bank is facing more court action – this time the possibility of a $5 million penalty resulting from a Royal Commission referral relating to its so-called...
Financial planning
The Financial Planning Association wants the Government to commission the Australian Securities and Investments Commission to monitor the escalating costs of practicing a...
Financial planning
The Financial Planning Association wants managers of advice licensees subjected to the same reference-checking protocols as advisers in circumstances where it says it has...
Editorial
The Government needs to accept that the Royal Commission did not get everything right and that it needs to put aside its politically expedient rubber-stamp where advice w...
Expert Analysis
The financial planning profession is on the cusp of a major growth trajectory as planners and professional associations unite to secure its future, writes Dante De Gori....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...