POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING ADVICE
Financial planning
Industry silent as public makes feelings on ASIC known. ...
Financial planning
The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...
Financial planning
A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...
Top 100
While political leaders came and went and further regulation rumbled through, it seemed the financial planning sector spent the last 12 months in a holding pattern with m...
Financial planning
FPA states that professional status requires association membership....
Financial planning
AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...
Financial planning
FPA chief executive officer Mark Rantall calls for planners to set industry moral compass....
Financial planning
Mortgage Choice has expanded to become a broad financial services provider by setting up a referral relationship with Allianz to provide general insurance. ...
Financial planning
The recent flurry of opinions around making financial planners accountable to the Tax Agent Services Act (TASA) only continues to fuel more flawed arguments that are not ...
Financial planning
Financial planners wishing to keep providing advice in areas such as superannuation after 1 July will have to complete a course approved by the Taxation Practitioners Boa...
Editorial
It is to be hoped that the Minister for Financial Services, Bill Shorten, has noted the capacity of the financial planning industry to do good and to rally to the needs o...
People & Products
Amelia Constantinidis has been appointed as the new director of AMP’s Horizons Academy....
People & Products
Claude Santucci has stepped down as president of the Boutique Financial Planning Principals Group (BFPPG) to take on a supporting administrative role....
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Financial planning
The financial planning industry may well be on the verge of a "golden age" in which planners finally get the recognition they deserve, says AMP's Steve Helmich....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....