POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
CHIFLEY Financial Planning and Monitor Money have finalised a deal in which $100 million of Chifley client files have been sold to Monitor Money for $4.25 million....
Financial planning
Futuro Financial Service, a Queensland financial planning firm has unveiled an ambitious growth program in a bid to become a leading financial planning group boosting its...
Financial planning
Just over a week ago, on June 11, the long awaited and much feted Financial Services Reform Act (FSRA) passed the three month mark since it became a law and ended the lon...
Financial planning
Financial planners could soon be linking up with Government agencies to provide financial advice to low income clients, according to Liberal Senator Ian Campbell....
Financial planning
Many financial planners are still unaware they could face hefty fines or even jail terms for not providing ‘wholistic, appropriate or reasonable’ advice to their clients ...
Financial planning
Last year the industry was abuzz with discussion centred around a paper called Hypercompetition. Now, as JASON SPITS writes, a follow-up report has been released and the ...
Financial planning
Corporate superannuation fund Telstra Super has set up an in-house financial planning arm for its member base....
Financial planning
The movement by real estate group Raine and Horne into financial planning is the most recent case of a non-traditional financial planning business seeking to establish an...
Financial planning
Legal practitioners specialising in family law could be forced to include trained financial planners into their practices by the end of this year following amendments to ...
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
The Financial Planning Association (FPA) has failed in its attempt to include the term ‘financial planner’ in the list of restricted words and expressions in the Financia...
Financial planning
Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...
Financial planning
Financial planning group RetireInvest has indicated that this year it will embark on an ambitious growth program to increase it planner numbers from 267 to 310 as well as...
Financial planning
Asking someone who to name a person they consider to be an influential person is not easy, but when the question is narrowed and the aim is to pick the most influential p...
Financial planning
Westpac will trial an account aggregation service for its banking clients as part of a larger strategy to provide financial services online....
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...