POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE REFORMS
Financial planning
Platform providers might be required to disclose their selection criteria for financial products included on their investment menu....
Editorial
There are several reasons why many financial planners avoid recommending industry super funds. Cameron Darrow outlines a few....
Superannuation
Securitor has developed an offering to help accountants continue to provide SMSF-related services....
Policy & Regulation
A perception that volume rebates from product issuers to dealer groups will be allowed "in some shape or form" by the FOFA reforms prompted a turnaround in financial plan...
Accounting
Bill Shorten criticises accounting bodies for publishing open letter on accountants' exemption, promising an announcement within weeks....
Financial planning
Risk-focused financial advisers remain optimistic about the outlook for themselves and their practices despite the changes facing the industry, according to a Zurich Fina...
Financial planning
With widespread industry concern surrounding the proposed changes, all eyes remain firmly locked on the progress of the FOFA reforms as we move into 2012 and ever-closer ...
Financial planning
Securitor, one of BT Financial Group's major dealer groups with 450 advisers, has joined the Association of Financial Advisers....
Financial planning
If Industry Super Network has ended 2011 as the industry's big winner, it came at the expense of the financial planning industry....
Financial planning
Van Eyk has acquired financial services consulting firm the Encore Group for an undisclosed sum....
Financial planning
AMP-backed Multiport has continued to grow its presence in the managed accounts markets, announcing this week it had reached $150 million in funds administered on its man...
Financial planning
Major platform providers across the industry are now moving away from a heavy period of platform consolidation to focus on developing and upgrading the remaining products...
Financial planning
IRESS will set up a UK division after its XPLAN software was picked up by the UK's largest financial advice group, Sesame Bankhall Group....
Financial planning
HUB24 has added seven dealer groups and three separately managed account managers to its client list, the platform provider has announced....
Financial planning
It is important not to take legislation such as the recent round of superannuation reforms to parliament without first forming an industry consensus, according to Ministe...
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,...