Powered by MOMENTUM MEDIA
moneymanagement logo
 

EDITORIAL

Understanding what your client wants rather than what you think they want is the key to avoiding financial planning mishaps, explains Ray Griffin....

Last year will undoubtedly go down as one of the more remarkable years for equity markets in recent memory. With volatility now more subdued and shares trading somewhere ...

Share markets are currently in the 'sweet spot' and will benefit from higher profits early in 2010, writes Stephen van Eyk....

SMSF trustees are an unpredictable bunch, writes Tim Hewson. He sifts through recent research that assessed the attitudes of these independent investors....

This year promises to be interesting year for the entire financial services industry, writes Jim Minto....

Last year was a watershed year for the financial planning sector, writes Richard Klipin. He explains why 2010 promises to be a year of opportunity....

Time is running out for SMSFs and Small APRA Funds to make moves to retain their asset tax exemption status, writes Alex Durham....

AXA Asia Pacific Holdings' (AXA APH's) 2009 profit is likely to exceed current forecasts, with profit after tax and non-recurring items at about $675 million, according t...

Platinum Capital has indicated a stronger profit for the half-year ended December 31, but suggests net asset value is the better measure....

Financial advisers should be aware of how overseas travel or residency can affect their client’s risk insurance protection, writes Col Fullagar....

The Australian financial planning industry has finished 2009 having successfully surmounted a number of its greatest challenges, writes Mike Taylor....

The Financial Planning Association’s white paper on planner education appears to be a knee-jerk reaction to mounting criticism and scrutiny. ...

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 week ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago