POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
The Australian Securities and Investments Commission has banned a former Goldman Sachs JB Were employee from providing financial advice for five years for an offence comm...
Financial planning
Zurich Financial Services has implemented an upgrade to over 52,000 of its life risk insurance policies, which will be automatically provided to its clients at no additio...
Financial planning
The role of the financial planner has come under scrutiny with 85 per cent of Australian consumers believing there should be a law in place requiring planners to provide ...
Financial planning
Austral Credit Union members will now be able to satisfy their financial planning requirements after IOOF agreed to provide this service for Austral....
Financial planning
CPA Australia has welcomed the Government’s proposals to reduce costs for investors seeking financial advice, but believes it still has not gone far enough....
Financial planning
Melbourne-based financial advisory firm Swanton & Davidson have broadened their reach on the eastern seaboard of Australia, with the opening of its first office located i...
Financial planning
The stringent rules governing superannuation switching advice has meant some financial planners are eliminating this type of service for their client base....
Financial planning
In what appears to be a counter measure against the marketing campaign of industry superannuation funds, the Financial Planning Association has released its own ‘compare ...
Financial planning
Asgard Wealth Solutions has developed a new automated business support tool to help financial planners manage their practices more efficiently, which in turn will allow t...
Financial planning
MLC has called for the super fund sole purpose test to be amended to allow members to pay for financial advice from their super fund....
Financial planning
In the world of investment banking and financial advisors, over-confidence is used too often as a proxy of skill.This is the opinion of James Montier, global equity strat...
Financial planning
The Association of Superannuation Funds of Australia is pushing for regulatory amendments which would allow super funds to play a greater role in the provision of financi...
Financial planning
The Australian Council of Trade Unions has used its submission to the Parliamentary Inquiry into structure and operation of the superannuation industry to argue that whil...
Financial planning
The power of the FPA to discipline its own members will be put to the test in circumstances where it has confirmed it is investigating 41 complaints against 23 financial ...
Financial planning
One of Australia’s largest industry superannuation funds, Equipsuper, has argued that the Government should amend the sole purpose test applying to superannuation fund tr...
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,...