POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
The Superannuation Complaints Tribunal has broken new ground by ordering a superannuation fund to reimburse nearly 10 years of fees deducted from a member’s account for a...
Financial planning
The Royal Commission has heard that Colonial First State paid advisers who had been receiving trailing commissions a one-off $750 fee, so they could re-engage with their ...
Knowledge Centre
Heidi Schwegler, AHS Financial principal, always wanted to become a financial adviser with an underlying desire to help people make sense of their finances....
Financial planning
The Association of Financial Advisers has warned that the financial adviser exam represents a ‘cull’ mechanism as it is currently proposed....
Expert Analysis
West Australian adviser, Vincent Holland, discusses what is likely to change for financial planning practices as they seek to deal with the consequences of the Royal Comm...
Financial planning
NAB/MLC sought to retain grandfathered payments within a superannuation successor fund transfer for fear of losing financial planners and their clients....
Knowledge Centre
With the financial advice landscape set to significantly shift over the next three to five years, advisers should arm themselves with insights that can help their busines...
Financial planning
Financial advisers will have access to specialised content on clients with dementia following a new partnership between Kaplan Professional and Dementia Australia....
Financial planning
The Association of Financial Advisers has told the Productivity Commission that clients actually do get value from trailing commissions and should be informed of that val...
Financial planning
Deakin University has told the Financial Adviser Standards and Ethics Authority it believes financial planners want the exam process to cover areas that are relevant to w...
Financial planning
Australians think it is up to them to make sure they have enough money to retire, and 20 per cent plan to rely on friends and family for retirement advice, according to S...
Financial planning
New rumblings have emerged within CPA Australia over the costs and handling of CPA Australia Advice....
Financial planning
The quality of 1,800 financial advice licensees will be rated under a new ratings system proposed by Adviser Ratings....
Knowledge Centre
Investing is a skill that can be learnt and a handful of core skills can help you understand the market and achieve better outcomes....
Outsider
As sad as Outsider was to learn that Australians have lost about $1,000,000 a week to scams thus far this year, he was surprised to see the news arrive in his inbox court...
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....