POWERED BY MOMENTUM MEDIA
CHIEF EXECUTIVE
Financial planning
The FPA has been foremost in welcoming the Coalition’s breakthrough on the TASA legislation delivering planners a further 12 months’ exemption. ...
Financial planning
ASFA's Pauline Vamos argues the increasing complexity involved in dealing with post-retirement issues justifies a specialist qualification for planners. ...
Superannuation
Challenger has predicted that it will become the highest-selling lifetime annuity provider in the industry as well as selling more lifetime annuities in 2013 than the ent...
Editorial
The Federal Government and ASIC insist that life/risk churn is real and that it is a serious issue. There exist many advisers in the life/risk space who believe ASIC and ...
Financial planning
FPA chief executive Mark Rantall has written to all Federal Parliamentarians urging them not to simply wave through the TASA legislation....
Funds management
Platform provider OneVue has made key appointments across its institutional, self-managed superannuation fund (SMSF) and marketing divisions in the lead-up to bringing ne...
Financial planning
The move by governments and corporates to exit the pension business, combined with the first waves of baby boomers reaching retirement, has shifted a higher level of risk...
Financial planning
The Federal Opposition will fight for changes to the TASA timetable in Parliament, but will revisit the issue post-election if the Parliamentary battle fails....
Financial planning
The majority report of the PJC clears the way for TASA legislation with the only concession being a transition period....
Financial planning
Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....
Financial planning
FPA points to tertiary qualifications discrepancy in Treasury TASA documents....
Superannuation
The Board of the SMSF Professionals' Association of Australia (SPAA) has returned its founder and chief executive Andrea Slattery to the body for the second time citing g...
Superannuation
Following SuperRatings criticism of the FSC/ASFA standard risk measure yesterday, ASFA has said it will incorporate the points made in a review of the SRM later this year...
Financial planning
FSC places $1 billion price tag on TASA implementation as PJC weighs competing submissions from accounting and planning industries....
Financial planning
The mortgage and finance broking industry is facing a shortage of young people entering the profession, due largely to a lack of understanding about how to get started as...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....