POWERED BY MOMENTUM MEDIA
FINANCIAL SERVICES REFORM
Financial planning
The Financial Planning Association’s new conflicts of interest principles do not go far enough to ensure compliant advice, according to Australian Securities and Investme...
Financial planning
Despite one in five financial planners falling foul of the corporate regulator in its latest shadow shopping exercise, and the resulting negative coverage in the mainstre...
Financial planning
Financial planners have received another bad rap from the corporate regulator, with its latest shadow shopping report concluding that close to one in five advisers gave u...
Financial planning
Investors in Glebe Asset Management will have their funds paid out to them after the ethical investment manager, which put itself up for sale last October, failed to find...
Financial planning
Another desktop advisory software provider has entered the financial planning arena after signing a contract with a mid-sized, Sydney-based independent dealer group to he...
Financial planning
Licensing of people who provide advice on financial services products is not a straight forward subject. Admittedly, the Financial Services Reform Act (FSRA) bought toget...
Financial planning
Remuneration levels, reasonably priced professional indemnity insurance, good training facilities, product research and technical support are the five top criteria financ...
Financial planning
The IFSA Regulatory Affairs Board Committee has outlined its intended approach toward improving regulation for the financial service industry with the release of its Head...
Financial planning
Australia is currently enjoying the best employment market in years with a low national unemployment rate. Job seekers in most markets have many choices and career option...
Financial planning
Shadow shoppers seeking financial planning advice for ASIC’s current shadow shopping campaign are no longer at large....
Superannuation
The desire to spend now, repay later, has never been stronger in the Australian psyche. Credit card balances have never been higher and other forms of credit are at equal...
Financial planning
Alongside a ‘shadow shopper’ survey in February, the Financial Planning Association (FPA) will continue to work on lifting the industry profile and working with the regul...
Financial planning
Just a few minutes ago, I finished speaking by phone with the son of a long-standing client. Our client’s son is 23 years of age and is in his first job, having completed...
Financial planning
New rules that could dramatically cut the paperwork burden for financial planers are a step closer after the Federal Government released regulations that aim to shorten 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...