POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
The Federal Opposition claims to have been inundated with expressions of concern from small business financial planners over the Government's Future of Financial Advice c...
Financial planning
The Financial Services Institute of Australasia (Finsia) has launched a new professional designation for the financial services industry, one that could test the relevanc...
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) are keen to have representation on the Future of Financial Advice expert advisory pan...
Financial planning
Women in the Australian financial services industry do not feel they are afforded the same opportunities as their male counterparts, particularly where remuneration and p...
Financial planning
The Senior Australians Equity Release Association of Lenders (SEQUAL) is working with Treasury and industry organisations to develop cost-effective financial advice regar...
Funds management
Wealthy and Wise Lifestyle Planning will be opening a chain of retail shopfronts that will serve as one-stop-shops for both financial advice and real estate services....
Financial planning
Industry superannuation fund LUCRF Super has joined the growing list of funds providing advice under an AFSL....
Financial planning
The AFA has heightened its calls for financial advice to become tax deductible, while the NIA says Australia will have to wait for serious tax reform....
Financial planning
Advisers should utilise the proposed overhaul of financial advice as an opportunity to review more than just their remuneration structure, according to Strategy Steps dir...
Financial planning
Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...
Financial planning
Key bodies representing the financial services industry have broadly welcomed the Rudd Government's plans to overhaul the financial advice industry, but there are some ca...
Superannuation
Accountants will no longer be able to provide advice on the establishment or closure of SMSFs without holding an Australian Financial Services Licence if reforms announce...
Editorial
The debate about financial advice commissions has moved onto insurance products....
Financial planning
Financial planners have been warned they risk failing recommended fiduciary requirements to act in their clients' best interests if they choose not to advise on margin le...
Editorial
Industry Super Network's spokesman David Whiteley has criticised the Financial Planning Association's position on commissions associated with the sale of life insurance....
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,...