POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
FPA chief executive calls on CFP members to actively promote designation. ...
Financial planning
Twenty per cent lower practice valuations are the way of the future, says Seaview Consulting director Bob Neill....
Financial planning
Platinum Asset Management has teamed up with the Neilson Foundation to offer a scholarship to undergraduate students majoring in financial planning, FPA has announced....
Financial planning
Nominations for Money Management/Super Review Women in Financial Services Awards close soon....
Financial planning
AFA claims FOS ground rules provide inherent imbalance against advisers....
Financial planning
Nominations for Money Management and Super Review’s inaugural Women in Financial Services awards close shortly. ...
Financial planning
A dealer group head says he lost three practices to a cheque-book in the last 18 months, but all three have expressed a wish to come back....
Funds management
Planner demand to drive ‘youthful’ ETF sector....
Financial planning
Financial planners in regional Australia share many of the challenges faced by those in metropolitan areas, writes Jason Spits, but technology has helped overcome the tyr...
Financial planning
The way licensees serve and support planners in regional Australia bears many similarities to the way planners assist their own clients in the regions. ...
Editorial
ASIC arguably chose a poor strategy when it sought to reassure consumers about its inaction on matters relating to the Reserve Bank of Australia-related companies, Secure...
Accounting
APESB deputy chairman reminds all accounting bodies of the expectation they will adopt and implement APESB standards....
Financial planning
Dealer group heads deny playing a numbers game and admit to turning away some planners....
Financial planning
The financial services regulator will observe a number of selected licensees in their FOFA implementation over the next few months with the goal of identifying areas wher...
Financial planning
ASIC warns of best interest duty breaches where dealer groups take a ‘cookie-cutter’ approach....
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....