POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Superannuation
Industry Super Australia wants the law changed to prevent banks from ‘bundling’ services to lure employers into bank-owned super products....
Life/Risk
The Federal Government is signalling its intention to pursue the removal of State stamp duties on insurance products....
Financial planning
Employers and businesses must attain verification at the source for educational and employment background of advisers for the national register of advisers to be reliable...
Financial planning
Financial planners are being encouraged to show their worth, with new research showing Australia’s 4430,500 millionaires are willing to up their spending on advice....
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....
Superannuation
SMSF Association chief executive, Andrea Slattery, believes those doing the spruiking need to be regulated....
Financial planning
Serious questions asked about whether NAB appropriately filed breach reports relating to 37 planners with whom it parted company....
Financial planning
Under pressure ASIC chairman, Greg Medcraft, has urged politicians to take action to change financial planning....
Financial planning
More than two years after the initial move, dealer group Futuro has withdrawn from a buy-out deal with AMP Limited....
Financial planning
Australian Unity is aiming to take advantage of opportunities in the advice sector following its purchase of Premium Wealth Management, after posting a $12 million first ...
Financial planning
Mortgage Choice has increased its planner numbers to nearly 40 but has revised down further growth targets claiming it was seeking quality advisers as it moves beyond the...
Financial planning
ASIC has told a Senate committee it has asked NAB for detals of whistleblower complaints including the names of 37 terminated planners....
Financial planning
Risk advisers offer a real value proposition for clients irrespective of how they are remunerated....
Financial planning
Financial services organisations should work together to improve planner standards and consumer confidence, according to Finsia....
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....