POWERED BY MOMENTUM MEDIA
COMPLIANCE
Financial planning
Former Challenger executive Jamie Kelly has started up his own practice to offer locum services to the financial planning industry....
Superannuation
The Australian Tax Office has issued a stern warning to the 560,000 Australians managing their own super by releasing guidelines clearly outlining instances in which trus...
Financial planning
Two of the industry’s largest associations have pre-empted Government and regulators by outlawing several methods of alternative remuneration, and will now seek to reach ...
Financial planning
A new wine investment scheme is being promoted as a customer loyalty plan for financial advisers, with investors getting their returns in the form of bottles of wine....
Financial planning
AXA Australia has raised the level of competition in the rapidly growing low-cost platform arena with the formal unveiling of its anticipated new baby wrap today - Genera...
Financial planning
Zurich Financial Services has recruited former AMP head of e-business Barry Tomkinson to a key executive posting focused on strategy, in what represents a pointed effort ...
Financial planning
The Securities Institute has extended the industry reach of its National Council with the appointment of Grant Samuel corporate adviser, Malcolm McComas....
Financial planning
The recent terse exchange between the Financial Planning Association and the Australian Investors Association revealed some of the deeper held suspicions relating to soft...
Financial planning
The financial services industry is bracing itself against the potential crippling cost of having to identify more than 9 million investors ahead of the Federal Government...
Financial planning
For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...
Financial planning
The Federal Government has acknowledged inherent flaws within the new Financial Services Reform regime are largely due to the legislation being principle-based rather tha...
Financial planning
From write-downs to shedding staff, it has been a tough couple of years for Tower, but as Ross Kelly reports, things are looking up....
Life/Risk
The Financial Services Reform Act has changed the world of risk insurance, but as Ross Kelly writes, opinion is divided on whether the task has become harder for advisers...
Financial planning
Aon Australia has commenced a program to grow its two financial planning arms by leveraging off its strong presence in the small to medium enterprise (SME) market by enco...
Financial planning
A breakaway dealer group has achieved success through hands-on adviser involvement. Kate Kachor reports....
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,...