POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Superannuation
ASIC wants investors to be better informed before establishing SMSFs but denies it will pursue prescriptive new disclosure requirements....
Financial planning
A financial planner is urging women to plan for their own financial future rather than rely on their partners....
Funds management
ASIC has signalled a crackdown on unlicensed property spruikers who advocate self-managed superannuation fund (SMSF) investment without the proper authority...
Financial planning
Money Management and Super Review reveal a shortlist for their inaugural Women in Financial Services Awards....
People & Products
Madison Financial Group has appointed former Infocus Wealth Management head of business development/practice management Giulio Russo as general manager....
Financial planning
Advisers should be fine-tuning their social media strategy to introduce their offerings to new prospective clients and answer basic questions, a financial planner believe...
Financial planning
FPA canvasses two-way working relationship between professional bodies such as itself and ASIC....
Funds management
AMP seeks to raise $200 million on ASX to optimise its balance sheet....
Policy & Regulation
The Institute of Public Accountants warns the ATO must get its technology right before moving to ‘push’ tax returns....
Financial planning
A new analysis suggests the push by the major banks into planning and life insurance is not yet paying the dividends they hoped for. ...
Editorial
Does ASIC really only act when complaints about particular schemes or issues “reach tsunami level”? ...
Financial planning
Sam Hills outlines what should be on a financial planner’s regulatory radar – and it’s not just the usual suspects....
Funds management
Uncertainty around fixed interest assets and interest rates has kept planners from moving back into the asset class. ...
Financial planning
The need to build a growing and sustainable business has emerged as a key concern for financial planners who attended the Financial Planning Association’s professionals c...
Financial planning
Planning profession needs to break with past and move from conflicts of interest....
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....