POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
The Financial Planning Association is to investigate the circumstances surrounding the enforceable undertaking provided by AMP Financial Planning to the Australian Securi...
Financial planning
Demands for greater transparency in financial planning is depriving lower income groups of access to financial advice, a leading financial services executive has argued....
Financial planning
In a solid endorsement of the financial planning profession, the Institute of Actuaries of Australia has expressed its opinion that consumers are best served by consultin...
Financial planning
ING-owned dealer group Tandem Financial Advice has announced that its advisers will soon have access to the Inspector Compliance online management system and associated T...
Financial planning
AMP expects the focus of financial advice to shift as a result of the proposed changes to superannuation announced in this year’s Federal Budget, but has rejected suggest...
Financial planning
Gregory Clements and Neil Manning have appeared in the Perth Magistrates Court as the result of an ASIC investigation that alleged they provided financial advice without ...
Financial planning
Banning exit fees on super funds and restricting statements of advice to less than four pages will form part of Labor’s new financial services policy platform to be relea...
Financial planning
An Adelaide-based wealth management practice has entered a joint venture to launch an online recruitment service, called Jobs.com.au, through which it will source referra...
Financial planning
The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....
Financial planning
The superannuation guarantee and strong economic and stock market performance have raised the average amount each Australian holds in managed funds to $45,300, far more t...
Financial planning
A former Queensland financial planner has been sentenced to four and a half years imprisonment after pleading guilty to six fraud charges brought by the Australian Securi...
Financial planning
The FPA said it is pleased with the progress of its recently launched television, print and Internet advertising campaign, having already received requests for 1500 assoc...
Financial planning
With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...
Financial planning
Financial planners who give advice to clients without taking a fee would be excused from rigorous disclosure requirements, including having to supply statements of advice...
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...