POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Editorial
Given the manner in which the financial planning and accounting communities have been pushed even more closely together by FOFA and TASA, it is worth reflecting upon the ...
Financial planning
Financial advice has remained the major issue in almost all areas of investment-related complaints filed with the Financial Ombudsman Service. ...
Editorial
A close reading of the submissions so far lodged with the Senate Committee investigating the operations of ASIC suggests the newly-elected Abbott Government will be right...
Financial planning
BT Select points to new growth objective backed by increased resourcing of member practices....
Superannuation
Corporate super specialists have been the most negatively affected by the Future of Financial Advice (FOFA) reforms due largely to a misunderstanding about the services t...
Financial planning
Dealer group heads deny playing a numbers game and admit to turning away some planners....
Accounting
The IPA confirms its break with APES 230 with the formalisation of its own Pronouncement 11....
Financial planning
Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....
Financial planning
One in four existing Mortgage Choice franchise owners have signalled their intentions to start a financial planning franchise....
Financial planning
Rubik Financial has released the latest version of its COIN financial planning software following its integration with scaled advice solutions provider Provisio Technolog...
Financial planning
Moving licensees or client books should not trigger an automatic loss of grandfathered revenue, according to financial services lawyer. ...
Funds management
The ASX Aqua II Managed Funds Services platform will open new client channels instead of threatening existing ones....
Superannuation
Trustworthy advice is one of five policy priorities for Industry Super Australia, formerly known as the Industry Super Network....
Superannuation
As of today, the Industry Super Network will be known as Industry Super Australia....
Financial planning
BT Financial Group has made a further push to attract female advisers with the launch of the Stella Network....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...