POWERED BY MOMENTUM MEDIA
Liam Egan
News by this author
Changes at NAB Financial Planner Banking see appointment of new national manager....
The failure of South Australia dealer group Financial Planning & Life (FP&L) has cast doubt on the viability of the fixed fee, low-cost dealer group model, according to s...
Dealer group Wealthsure has entered strategic partnerships with five new life insurers, rationalising an existing 19 relationships....
A director of a South Australian-based advice firm has called for a temporary suspension of payroll tax to allow small and medium sized businesses, including advice firms...
Low-cost dealer Dover Group, which reputedly offers the lowest member fees in the planning sector at $670 per month, is set to raise its fees to a 'more sustainable level...
Dixon Advisory has won control of the board of listed investment company van Eyk Three Pillars at an extraordinary general meeting today....
A trend away from the low-cost dealer group model has emerged among financial planners, according to Radar Results....
The advent of industry-wide fee-for-service could see many more accountants expand into financial planning, with the potential for accountants to promote themselves as lo...
South Australia dealer group Financial Planning & Life has gone into voluntary liquidation, partly as a result of a fraud perpetrated by one of its authorised representat...
Managers who utilise a top-down country selection approach to portfolio construction are the key driver of returns in emerging markets, according to a Macquarie Funds Gro...
Analysis by this author
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...