POWERED BY MOMENTUM MEDIA
FOFA
Financial planning
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Superannuation
Financial planning firms operating in-house portfolio construction functions face having to 'FOFA-proof' against looming operational risks embedded in the Future of Finan...
Policy & Regulation
Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....
Financial planning
Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...
Editorial
Mike Taylor writes that just four months out from an election, the political temperature is high and perceptions can skew reality....
Policy & Regulation
Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....
Superannuation
Just 20 funds account for nearly 60 per cent of assets in the APRA-regulated sector, with further consolidation predicted to occur....
Funds management
BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....
Superannuation
ASFA reflects views of industry by maintaining its opposition to an industry levy to pay for AUSTRAC....
Editorial
Jack Flader, the US lawyer named as being connected to the Trio/Astarra collapse, now knows what it is like to be thrashed with a damp lettuce leaf. ...
Editorial
ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...
Financial planning
As expected, the Government has limited its Budget support for the financial services regulators....
Superannuation
The FPA is hoping for minimal change around super taxes in this evening’s Budget. ...
Financial planning
The expected 2013 Budget cuts to the Public Service may encompass APRA and ASIC....
Financial planning
Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...