Milana Pokrajac

Milana Pokrajac

News by this author

Legacy products and commission payments associated with them will continue to be a factor in adviser remuneration, but that doesn’t mean the conflict will remain, accordi...

Industry body Boutique Financial Planners has called for clear disclosure of licensee ownership after Roy Morgan research revealed a large percentage of consumers were no...

Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....

Latest research shows up to half of clients using bank-aligned financial planners think their adviser is ‘independent’....

Law firm warns that ratings houses could be partially liable for money lost by investors in financial products they rate, following a landmark ruling in the Australian Fe...

The regulator has released a report in which it expressed concerns about the number of financial advice groups being owned by product issuers. ...

NAB-owned corporate super provider Plum has rolled out a new online advice tool allowing members to tailor content according to their life stage and generate a statement ...

AIOFP chief Peter Johnston says other associations fail to represent the specific needs of independently owned financial planners at the government level, announcing the ...

A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...

Two large banks have told the PJC that they do not impose sales targets on their financial planners, but revenue targets and adviser bonus structures are still in place....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 3 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
moneymanagement logo