POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
Ibbotson will expand its presence into the retail financial advisory space as it seeks to sign more financial planning groups to its implemented model portfolios offering...
Financial planning
Money Management/FPA breakfast will debate the planning policy issues before, during and after the Federal Election at an upcoming Thought Leadership breakfast....
Financial planning
The AFA has partnered with Kaplan Professional to provide formal and practical education to its members....
Financial planning
ASFA's Pauline Vamos argues the increasing complexity involved in dealing with post-retirement issues justifies a specialist qualification for planners. ...
Financial planning
Strategic partnerships between product and service providers and dealer groups appear to be going through a phase of revival with the renewed optimism in the markets....
Financial planning
Daily media coverage of the events leading up to the CFP enforceable undertaking generates moves for another Parliamentary inquiry....
Financial planning
BT’s Bryan Ashenden explains why the best interest duty is in everyone’s best interests....
Editorial
The appeals of the FPA for a further extension of the TASA implementation seemed to be falling on deaf ears, with the Assistant Treasurer, David Bradbury, seeming determi...
Financial planning
FPA chief executive Mark Rantall has written to all Federal Parliamentarians urging them not to simply wave through the TASA legislation....
Financial planning
It was not a formal valedictory but Financial Services Minister, Bill Shorten, used an FSC function to thank those involved in the FOFA and financial services policy chan...
Life/Risk
Retail life insurance may not be the commercial panacea some financial planners believe, according to new analysis released by Tria Investment Partners....
Superannuation
AIST and ISN are calling for a clearer definition of the word 'advice’, as the current wording of TASA prohibits industry super funds from providing intra-fund advice. ...
Funds management
Platform provider OneVue has made key appointments across its institutional, self-managed superannuation fund (SMSF) and marketing divisions in the lead-up to bringing ne...
Financial planning
The Federal Opposition will fight for changes to the TASA timetable in Parliament, but will revisit the issue post-election if the Parliamentary battle fails....
Financial planning
The majority report of the PJC clears the way for TASA legislation with the only concession being a transition period....
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....