Powered by MOMENTUM MEDIA
moneymanagement logo
 

SAM PERERA

Financial planning

The Association of Financial Advisers says it has received positive signs from the minister for financial services, Stephen Jones, that he is very willing to help fix the...

Financial planning

The number of financial advisers could fall to 14,000 in the next couple of years, according to AFA President Sam Perera, but the Quality of Advice review could mean impr...

Financial planning

A merger between Association of Financial Advisers and Financial Planning Association of Australia is “not off the table” but will be driven by their members’ demands....

Financial planning

While the change may be a disappointment for advisers who have already committed to complete additional study, it is important the changes do not undermine the recognitio...

People & Products

Former vice president of the Association of Financial Advisers, Sam Perera, has been appointed as its new national president....

Financial planning

Many of the remaining Hayne Royal Commission recommendations will do nothing more than harm and damage ordinary Australian consumers, a member of a parliamentary committe...

People & Products

Michael Nowak will be the new president, with Sam Perera as vice president and Matthew Hawkins as treasurer, with all state directors confirmed as well....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 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...

2 weeks 6 days ago