POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Financial planning businesses are still selling for big money, but there are pitfalls for both the buyer and seller. Julie Bennett reports....
INDUSTRY NEWS
The differences in attitudes that men and women bring to the provision of financial services are not that wide, rather it appears that women have yet to have their needs ...
INDUSTRY NEWS
Sports stars can earn big money, but their careers can also be very short. Aaron Dunn reports....
INDUSTRY NEWS
If you’re serious about attracting high-net-worth clients, you need to focus on qualified leads says Justin Brooks....
INDUSTRY NEWS
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
INDUSTRY NEWS
Targeting ethnic markets has yielded dividends for some planners, but, as Ben Abbott writes, the days of segmenting clients by cultural background may be coming to an end...
INDUSTRY NEWS
Women as a target market is an obvious choice, but, as Jason Spits writes, what sets them apart is what financial advisers should be looking at....
INDUSTRY NEWS
MoneyWise has targetted its own market by dealing solely with Flight Centre employees. Craig Phillips reports....
INDUSTRY NEWS
Sanford Securities’ board of independent directors is recommending all remaining shareholders accept IWL’s offer to buy their stake in the company a week before the latte...
INDUSTRY NEWS
Investment administrator Ausmaq together with business partners Accenture, Microsoft Financial Services, Intel and Web Central yesterday launched mainhub, an electronic h...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has responded to industry concerns about the need to regularly prepare supplementary product disclosure statem...
INDUSTRY NEWS
Challenger Internationalacting chief executive Chris Cuffe has moved to quickly unveil his new senior management team after yesterday’s announcement the group will merge ...
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...