POWERED BY MOMENTUM MEDIA
FUTURE OF FINANCIAL ADVICE
Financial planning
In a time of unprecedented regulatory change and market upheaval facing financial advisers, financial services licensees are going to have to adapt along with advisers to...
Policy & Regulation
The Government's Future of Financial Advice (FOFA) bills have passed the Senate, moving the hard compliance date back to 1 July 2013....
Superannuation
Industry experts believe proposed legislation and a new licensing regime will give way to like-for-like cost comparisons between SMSFs, industry and retail superannuation...
Editorial
The dust has well and truly settled on the Federal Budget but, as Liz Westover writes, the Government needs to accept that its actions have served to confuse Australians ...
Policy & Regulation
ASIC confirms it was consulted in negotiations involving the Financial Planning Association around last minute-changes to FOFA....
Superannuation
The same timing problems which impacted FOFA are now impacting MySuper....
Editorial
The industry is still waiting on an announcement from the Government following the decision to remove the accountants' exemption on providing advice on SMSFs as part of F...
Editorial
Until the final wording of the Future of Financial Advice legislation is released, it is impossible to assess what the opt-in agreements have actually achieved for financ...
Funds management
TAL Limited's Nathan Kerr’s understanding of his client base and the undying commitment to the industry that earned him this year’s Money Management BDM of the Year title...
Funds management
Franklin Templeton Investments has adjusted the fee structure on its balanced equity offering as it looks to target retail investors....
Financial planning
The Financial Services Council has supported the view of Richard St John that a last resort compensation scheme would be 'inappropriate and counterproductive' for the fin...
Superannuation
The ATO has been warned some superannuation funds will struggle to be ready to meet changes in rollover requirements....
Financial planning
Financial planning practice valuations have returned to three times recurring revenue as weak supply fails to meet demand, according to Forte Asset Solutions director Ste...
Financial planning
Direct sales of financial products and the use of social media for business purposes have grown to become bigger factors than FOFA for financial advisory practices, accor...
Policy & Regulation
A desire among financial advisers to be seen by their clients as having ultimate control over their portfolios is accelerating a drive towards core and satellite strategy...
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,...