POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISER
Financial planning
The recent flurry of activity among Australia’s online brokers mirrors the price war which hit the US online broking market about three years ago. Stuart Engel examines a...
Financial planning
The continuing investigation into the failure of the Wattle Group has claimed an-other financial adviser....
Financial planning
The Australian Securities and Investments Commission (ASIC) is firing up its ef-forts to discourage investors from investing in dodgy tax driven investments....
Financial planning
Investment management software supplier DST International (DSTi) has picked up Melbourne based unit registry developer MaxTrak Technology for a sum described as “multi-mi...
Financial planning
The Australian Securities and Investments Commission (ASIC) recently issued a warning, telling investors and advisers to be aware of the pitfalls of share trading systems...
Financial planning
A former AMP financial adviser has been banned for life from acting as an in-vestment adviser....
Financial planning
A former AMP financial adviser has been banned for life from acting as an invest-ment adviser....
Financial planning
American author Robert Kiyosaki has thrown down the gauntlet to educators, including financial advisers, challenging them to find ways in which to educate the young about...
Policy & Regulation
With any strategy or transaction undertaken by a financial adviser on behalf of a client, consideration must be given to the anti-avoidance rules of the Income Tax Assess...
Financial planning
Joe Hockey’s office is likely to be bombarded with reams and reams of responses to the federal government’s draft CLERP 6 legislation....
Financial planning
After much deliberation, the Senate passed the member/ trustee laws late last year which have significanrt ramifications for self managed super funds (SMSF). The March 31...
Financial planning
As any financial adviser knows, the best way to sound authoritative about the share market is to guess. That is exactly how Christine Kiernan of Kiernan Consultants manag...
Financial planning
Australian Clearing Services (ACS) has formed another alliance with a financial services provider — Norwich Union’s Navigator. The new share trading service is to be bran...
Policy & Regulation
Losing a loved one is a tragic thing, paying tax is a disaster....
Financial planning
The financial institutions have emerged as the dominant players in the financial planning industry as they attempt to corner customers across the whole spectrum, from the...
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...