POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISER
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...
Financial planning
A Townsville financial adviser has been banned for two years by the Australian Securities and Investments Commission after being reported by his employer, RetireInvest....
Life/Risk
ASIC has permanently banned an ANZ bank representative and a former insurance broker after they were found to have misappropriated clients’ funds....
Financial planning
Westpac Financial Planning has embarked on a recruitment campaign involving advertising, education, an internal awareness program, and longer-term career path preparatio...
Financial planning
A Newspoll survey commissioned by the Investment and Financial Services Association has found Australians in general still need to improve their levels of financial liter...
Financial planning
A Sydney financial adviser has been banned from providing financial services for three years after failing to ensure his advice was appropriate to his client’s needs....
Financial planning
The Federal Court has found a former AMP financial adviser breached the law while providing superannuation switching advice....
Financial planning
A Brisbane financial adviser has been banned from providing financial services for engaging in dishonest, misleading, and deceptive conduct....
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
Nucleus Financial Group has chosen Asia Pacific’s Bravura Solutions to provide the UK market with the technology for a new wrap....
Editorial
Information is power and in today’s complex and sophisticated business world our regulators are more often turning to the legislative search and access powers to collect ...
Financial planning
Griffin Financial Services director, Ray Griffin, says he has eschewed annuities since the 90s when rates became less favourable. He prefers to go direct to market to cre...
Financial planning
Macquarie’s financial educational and information service arm, Macquarie Digital, has made its service more accessible to the broader community with the launch of its own...
Financial planning
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
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 ...