POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Financial planning
The Money Management Platforms & Wraps Conference, 2015, scheduled for 29-31 July at Magenta Shores will examine the rise and rise of SMAs and how platforms are competing...
Financial planning
The FPA’s CFP program enrolment rate jumped 200 per cent compared to previous enrolment numbers....
Financial planning
Planners will pay more than $40 each to be recorded on the new ASIC adviser register with initial fees set to cost the planning sector more than $750,000....
Financial planning
Many non-aligned advisers are struggling to justify the cost of investing in platforms, highlighting the need for tailored solutions, according to the managing director o...
Accounting
Accounting firm HLB Mann Judd will seek to service high net worth Asian investors after setting up a firm dedicated to clients from the region...
Financial planning
Futuro Financial Services revamps planner fee structure to promote more efficient operations....
Financial planning
The fall-out from NAB’s planning issues may be adoption of a recommendation for a compulsory planner reference-checking regime....
Financial planning
The bad news regarding planners will be forgotten with falling numbers indicative of cultural change according to AFA national president Deborah Kent....
Financial planning
PJC chairman, Senator David Fawcett points to evolving model for financial planning....
Financial planning
Politicians from all sides of politics want planners’ education standard lifted to stop “cowboys and shysters” from providing inappropriate advice....
Financial planning
Professional indemnity insurance for financial planners will not fall in price as insurers remain cautious about the advice and wealth management sectors...
Editorial
Former FPA chairman, Matthew Rowe argues that the changing dynamics impacting the financial planning industry makes it inevitable that some organisations will wither and ...
Financial planning
A former NAB executive will launch an online entry level advisory service aimed at consumers who do not require comprehensive advice or fall outside typical the client ty...
Accounting
Financial planners are buying up accounting practices as a cheap source of new clients, according to financial services mergers and acquisitions specialists Radar Results...
Financial planning
The FPA’s Matthew Rowe has questioned the survivability of a number of financial planning organisations....
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...