POWERED BY MOMENTUM MEDIA
ADVICE
Financial planning
ASIC has defined the number of clients lost by financial planners last financial year....
Financial planning
Dealer groups can play a key role in ensuring better practice in governance and accountability of member firms though their BDMs, according to Graham Peatey, managing dir...
People & Products
AMP Financial Services director appointed chair of Future2 Foundation....
Editorial
ASIC’s class order that created the Statement of Additional Advice (SoAA) is history. And good riddance, says Brett Walker. ...
Editorial
In light of the numerous inquiries into financial services as well as changing attitudes to adviser remuneration, SUE VISKOVIC considers the benefits of overhauling your ...
Financial planning
At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...
Editorial
The cost of providing financial advice has not been readily measured or quantified across the industry, writes Paul Barrett....
Editorial
Dealer group suffers impairment charges of $17 million and funds under advice drop 16 per cent....
Editorial
As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...
Editorial
It is often the commissions versus fees issue that overwhelms discussions about the appropriateness of the title 'profession' when applied to financial advice. ...
Financial planning
A Sydney planner has argued that the appropriateness of advice should be audited by a specialist CFP panel before it is delivered to clients....
Financial planning
Four thousand FSP clients to be questioned on their understanding of 'quality advice'; corporate regulator undertakes its own research into the matter....
People & Products
Former founder and chief executive of Ipac Securities and general manager, advice, for AXA joins AMP's board....
Financial planning
The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...
Financial planning
Has embarked on a comprehensive review of the licensee standards that govern the delivery of advice to its clients....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...