POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Despite moving away from funds management and returning to its risk-based roots, Tower Australia is forging ahead in forming its newly created asset management group, app...
INDUSTRY NEWS
Professional Investment Services (PIS) has struck a deal with St George to offer banking services through the dealer group’s financial planning offices....
INDUSTRY NEWS
The Federal Government has postponed changes to the rules for allocated and complying pensions, presenting a small window of opportunity for clients, says Graeme Colley....
INDUSTRY NEWS
Small to medium financial advisory practices should approach business planning from another angle, says Chris Dionne....
INDUSTRY NEWS
Macquarie Adviser Services has streamlined the senior reporting lines for its sales and marketing teams, elevating former head of adviser sales Jason Huddy and Macquarie ...
INDUSTRY NEWS
IOOF has now fully bedded down a tiered support service offering to selected advisers – IOOF Premier Services (IPS) – following the launch of the initiative to planners b...
INDUSTRY NEWS
Financial advisers have been criticised for failing to recommend client businesses, with calls for advisers to make the notion of referrals a two-way affair....
INDUSTRY NEWS
Blind client trust and internal procedural failings within financial planning firms are the two over-riding factors allowing fraud to go unchecked, an anticipated report ...
INDUSTRY NEWS
Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...
INDUSTRY NEWS
Investors who lost their nerve and switched from equities to cash back in March have missed out on an equity market spike, leaving them 20 per cent worse off....
INDUSTRY NEWS
The Investment and Financial Services Association (IFSA) has released two model Product Disclosure Statements (PDS) to assist product issuers in developing disclosure doc...
INDUSTRY NEWS
Advance Funds Management has appointed ex-ING manager employer super Sue Mieog as its new head of product, a move which forms part of its strategy to offer differentiated...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...