POWERED BY MOMENTUM MEDIA
EDUCATION
Financial planning
New research has suggested that when it comes to keeping clients happy, adviser soft skills are every bit as important as possession of a university degree for financial ...
Financial planning
AMP’s chief executive, Michael Wilkins, has told the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry that education has be...
Financial planning
The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...
Financial planning
AMP and Griffith University have joined to help financial advisers meet the Financial Advisers Standards and Ethics Authority’s new requirements. ...
Financial planning
The Financial Planning Association has issued a carefully measured response to the latest Financial Adviser Standards and Ethics Authority blueprint, arguing it needs mor...
Financial planning
The Association of Financial Advisers has welcomed some elements of the new Financial Adviser Standards and Ethics Authority revised blueprint while expressing concern at...
Features
Mike Taylor looks at the policy environment facing financial planners as they prepare to enter 2019 and concludes that they are facing almost unprecedented levels of unce...
Financial planning
Financial advisers have named their top three challenges and it’s no surprise education reforms are in the top spot. ...
Financial planning
With the Financial Adviser Standards and Ethics Authority’s education reforms looking inevitable, advisers need to turn their mind to where and how they will study once t...
Features
While bucketing may reduce the volatility of returns, David Barrett writes that it also may increase the risk of a desired income stream ceasing due to a complete loss of...
Financial planning
The Financial Standards and Ethics Authority isn’t comparing apples with apples, with accountants snubbing the idea of ‘study for study’s sake’, according to AccountantsI...
Financial planning
Many financial planning practice owners are seeking to move ahead of knowing the final shape of the new Financial Adviser Standards and Ethics Authority regime, according...
People & Products
A Deakin University student has won the 2018 AMP University Challenge and the $5,000 first prize. ...
Editorial
Even allowing for an injection of pragmatism the essential elements of the Financial Adviser Standards and Ethics Authority regime will remain unchanged and planners will...
Policy & Regulation
The Australian Securities and Investments Commission said it will commence a review of school banking programs in primary schools....
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...