POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Editorial
The global recession generated by the sub-prime crisis has served to reinforce the dominance of Australia’s major banks across almost all segments of the nation’s financi...
Editorial
The long-term effort required to ensure best practice in your financial planning business can reap significant dividends, writes Chandar Varadhan....
Editorial
Bryan Ashenden takes a look at the far-reaching impact the recommendations of the Ripoll Inquiry could have on the financial services industry....
Financial planning
The principals and directors of financial planning practices will need to ensure they, their planners and their employees have appropriately nominated the superannuation ...
Financial planning
Financial planners attending the AMP and Hillross annual conference in Melbourne have committed to contributions totalling $18,900 for the Future2 Foundation, which suppo...
Financial planning
Financial planners’ revenues may have bounced back with the increase in equity markets, but caution and conservatism remains amongst advisers, according to Centric Wealth...
Editorial
Understanding what your client wants rather than what you think they want is the key to avoiding financial planning mishaps, explains Ray Griffin....
People & Products
The Financial Planning Association (FPA) has found a replacement for the position of general manager of policy and government relations, which was left vacant following G...
Editorial
The Financial Planning Association’s white paper on planner education appears to be a knee-jerk reaction to mounting criticism and scrutiny. ...
Financial planning
The FPA has been criticised for not consulting with the wider tertiary education sector before going ahead with the release of its education consultation paper....
Financial planning
A further 122 FPA members pass final CFP program examinations....
People & Products
Colonial First State has appointed senior managers within its Colonial First State Advice Business leadership team, with Tim Browne, John Carnevale, Matthew Brown and Hel...
Financial planning
A new submission to the Cooper Review has suggested that the dominance of financial planning by banking institutions is more worrying than the payment of commissions....
Financial planning
The general manager of Industry Fund Services (IFS), David Haynes, has confirmed his resignation following a restructure of IFS' parent company, Industry Super Holdings....
Financial planning
The Government and the Treasury, rather than the Australian Securities and Investments Commission (ASIC), should lead the way in implementing changes to the financial pla...
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....