POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...
Financial planning
People receiving financial advice are going to be better placed to deal with any move by a future Labor Government to remove refundable franking credits, according to the...
Financial planning
The Financial Adviser Standards and Ethics Authority has sought to put flesh on the bones of its new regime by releasing the relevant provider degrees, qualifications and...
Financial planning
The FSC said it has begun consulting with its members on the FASEA Standards Blueprint and the two draft legislative instruments....
Financial planning
AMP and Griffith University have joined to help financial advisers meet the Financial Advisers Standards and Ethics Authority’s new requirements. ...
Financial planning
The Commonwealth Bank chief executive, Matt Comyn has agreed that mortgage brokers should be subject to the same sort of client best interests duty as financial planners....
Financial planning
The Financial Planning Association has issued a carefully measured response to the latest Financial Adviser Standards and Ethics Authority blueprint, arguing it needs mor...
Financial planning
The SMSF Association has urged the Financial Adviser Standards and Ethics Authority to prioritise finding a workable solution rather than rushing to meet its implementati...
People & Products
Netwealth and MLC Wealth subsidiary, Godfrey Pembroke Limited, have announced a new partnership....
Financial planning
As rumours swirl about the demise of the dealer group, ClearView has announced an offering that would give financial advisers who want their own AFSL access to the compan...
Financial planning
FSU national secretary Julia Angrisano has slammed NAB as being “breathtaking” in its hypocrisy, following reported admissions that its CEO breached its policies with lit...
Features
Mike Taylor looks at the policy environment facing financial planners as they prepare to enter 2019 and concludes that they are facing almost unprecedented levels of unce...
Expert Analysis
Antoinette Mullins draws on her personal experience and explains how to navigate your client’s money values to ensure they get the best outcomes. ...
Editorial
2018 must be accepted by financial planners as having been a watershed year....
Financial planning
With trust levels in the financial advice industry in dire straits, a wealth manager has warned that the value of advice should be based on whether it helps clients hit t...
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....