POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Financial planning
The Industry Super Network has produced a new document reinforcing its approach on annual opt-ins and an expansion of intra-fund advice....
Financial planning
ANZIIF warns that lifting the bar on financial planning qualifications may be an overreaction to having set it too low....
Financial planning
Financial planners will be closely watching the discussion and debate surrounding the Future of Financial Advice (FOFA) reforms....
Editorial
As the Federal Treasury reaches the final stages of its consultation process around the Future of Financial Advice reforms, the debate has seemed closed to the very peopl...
Financial planning
More financial planners may be getting their own Australian Financial Services Licences (AFSLs), but the real debate should be about fulfilling ongoing compliance obligat...
Financial planning
The Accounting Professional and Ethical Standards Board (APESB) has put the brakes on its proposed reforms for accountants practising as financial planners....
Financial planning
Academic urges development of new tertiary-based minimum standards for financial planners....
Financial planning
AMP chief Craig Dunn has underscored the importance of financial planners in his company’s $14 billion acquisition of the Australian and New Zealand operations of l...
Financial planning
Financial planners should be licensed under the Tax Practitioners Board (TPB) like any other industry that provides limited or other tax agent services, according to the ...
Financial planning
The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...
Editorial
Efficiency is key when it comes to choosing financial advice software, writes GEM Capital's Mark Draper....
Financial planning
Based on submissions of real Statements of Advice delivered to clients, dealer group Matrix Planning Solutions has awarded three financial planners with its Good Advice A...
Financial planning
The Board of the Financial Planning Association has proposed significant changes to the make-up of the association, which would see individual financial planners given pr...
Financial planning
Financial planners are at risk of being unintentionally caught out under the new credit licensing regime....
Financial planning
The majority of financial advisers believe RG 146 is an inadequate minimum entry standard and that a tertiary qualification requirement should be introduced, according to...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...