POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
Financial planning groups in regional areas will face a stricter program of regulatory spot checks by the Australian Securities and Investments Commission (ASIC) after th...
Financial planning
Western Australian Godfrey Pembroke adviser Christopher Craggs is the only new face on the board of the Financial Planning Association, with perennials Sarah Brennan, Cor...
Financial planning
The National Australia Bank’s branch based financial planning arm has attributed a jump in revenue and referrals to what it says is a move away from product push and towa...
Financial planning
A new report by the banking sector’s chief complaints body has found the number of disputes involving bank-based financial planners remains relatively low, despite a stea...
Accounting
Accountants are set to take the moral high ground over advisers on soft dollar remuneration after developing a new code of conduct that takes a much tougher stance than t...
Financial planning
Advisers selling Term Allocated Pensions (TAPs) have been warned they may be putting themselves in the firing line of future litigation because of the higher commissions ...
Financial planning
Advisers have been urged to back a new world standard on financial planning in order to improve the image of the profession in Australia....
Financial planning
Financial planners are expected to get the first glimpse at the latest get tough approach to policing the profession this week, with the Financial Planning Association (F...
Financial planning
A message to Robbie Bennetts from those who should know: be careful what you list for....
Financial planning
More than 20 institutions have expressed an interest in buying out Bridgeport Advisers and Asset Managers since the financial planning and investment group was placed int...
Financial planning
The giant $12 billion UniSuper fund has flexed its industry muscles, appointing six dealer groups to exclusively service its more than 380,000 members, but insisting advi...
Financial planning
Members of the Financial Planning Association have appointed Sarah Brennan, Corinna Dieters and Leonie Henry to the 2004-05 board for a further two years with Colin Scull...
Financial planning
Two Australians will occupy seats on the nine member inaugural international Financial Planning Standards Board following the group’s creation last month to replace the ...
Financial planning
Financial planners who disclose soft dollar payments under a new industry code of practice could be hit with a hefty tax bill....
Financial planning
Fiducian Portfolio Services has embarked on an aggressive financial planner and dealer group acquisition policy, after posting a return to profitability in 2003/04....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...