POWERED BY MOMENTUM MEDIA
DIRECTOR
Financial planning
Former senior ASIC executive claims regulator’s task has shifted while the organisation has stood still....
Superannuation
Different needs and spending habits mean women may need between $12,000 to $20,000 more than men in retirement....
Financial planning
Is scaled advice a game only the big guys can play? Malavika Santhebennur explores some of the things that might be stopping smaller financial planning practices from pro...
Superannuation
Changing the trustee of a SMSF is critically important. SMSF deeds differ significantly in how a change of trustee is to be implemented, write Jared Lynch and Bryce Figot...
Financial planning
Former AFS adviser Gabriel Nakhl has been permanently banned from providing financial advice after entering into an enforceable undertaking....
Financial planning
Lawyer advises licensees to get ready to change their dispute resolution systems, with ASIC now requiring them to act quicker....
Superannuation
Cooper defends work of super charter group despite it being “binned” by the new Government....
Superannuation
SMSF regulation should be handed to APRA instead of the ATO, according to a Super Review/Money Management roundtable....
Financial planning
Adviser sentenced to jail and permanently banned from providing financial services....
Financial planning
A South Australian mortgage broker has been convicted after he pleaded guilty to providing misleading home loan appraisal letters to Westpac. ...
Financial planning
Unlisted property vehicle the Australian Property Opportunities Fund this week announced the acquisition of two neighbourhood shopping centre investments — one in Melbour...
Financial planning
A Melbourne mortgage broker has been banned for five years and his company’s Australian credit licence was cancelled after breaching credit laws....
People & Products
Madison Financial Group has appointed former Infocus Wealth Management head of business development/practice management Giulio Russo as general manager....
Financial planning
Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...
Funds management
Despite interest rates remaining at historic lows, AMP Capital says there are five alternatives to cash and term deposits that may provide investors with growth opportuni...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...