POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING ASSOCIATION
Financial planning
AMP Financial Services managing director Craig Dunn and Colonial First State chief executive John Pearce have been promoted to the roles of chair and deputy chair of the ...
Financial planning
A group of the Federal Government’s own backbenchers is urging it to cut taxes on superannuation, with some calling for even more radical changes, such as allowing younge...
Financial planning
With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...
Financial planning
Last week financial planners were given the first solid indication of what they will have to pay to comply with looming anti-money laundering legislation....
Financial planning
Financial planning groups have been given the chance to break down any barriers preventing them from pushing into the American financial services market as part of negoti...
Financial planning
An example SOA has now been published by ASIC, intended to provide guidance to planners on the giving of documented financial advice. So is the regulator up to scratch wh...
Financial planning
The Financial Planning Association’s looming $3 million consumer advertising campaign won’t be a tit-for-tat style counter punch against the industry superannuation fund’...
Financial planning
The financial services industry says the Federal Government went a long way yesterday to arresting fears that any proposed anti-money laundering legislation would heap un...
Financial planning
The FPA has told financial advisers not to be afraid of possible costs to their business that will be imposed when the Government releases its long awaited anti-money lau...
Financial planning
The Federal Government has come a step closer to formulating new legislation to combat money laundering in a third meeting on the topic with key industry representatives ...
Financial planning
Despite recent criticism by the corporate regulator, financial planners have won a major concession that will allow them to recommend clients change super funds, even if ...
Financial planning
The corporate regulator’s 12-page example SOA has been welcomed by the FPA, but criticised by the Federal Opposition for still being too long....
Financial planning
Many a financial planner would have spat out their coffee last June when news of the biggest potential shake-up of financial planning education landed on their desk. A sm...
Financial planning
Melbourne dealer group Lonsdale Financial Group has proved that Statements of Advice (SOA) do not need to be long and complex, reducing their disclosure documents to just...
Financial planning
It’s taken nearly five years, in which time it’s been dwarfed as a financial services issue in Australia by the launch of the Financial Services Reform Act, but a global ...
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 ...