POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
Commonwealth Financial Planning has implemented a change in the advice model offered to its network of planners, with a view to providing a more specialised service for a...
Financial planning
Entries are open today for the prestigious Paraplanner of the Year Award. Only paraplanners who hold a proper authority and have fully or partially completed formal finan...
Financial planning
AMP Financial Planning does not expect to determine immediately the effect of its enforceable undertaking to the corporate regulator, but has put procedures in place to r...
Financial planning
The Financial Planning Association (FPA) has made a change to the activities it deems acceptable for its practitioner members to fulfil their continued professional devel...
Financial planning
The Financial Planning Association wants to develop a co-regulatory approach with the Australian Securities and Investments Commission, but is prepared to do more in term...
People & Products
AIG Life has appointed Stuart Harrison as the new managing director of its Australian business, replacing David Whyte, who left the company earlier this year....
Financial planning
A leading academic and dealer group chief has cast serious doubt on the role of risk profiling as a key foundation to financial planning....
Financial planning
The Financial Planning Association’s Value of Advice campaign featuring the anti-hero Dazza has been well received to date and has gone a long way toward alerting consume...
Financial planning
Asgard Wealth Solutions has changed the name of its planned financial planning and practice management software package to AdviserNETGain, ditching the working title of T...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...