POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Updating a will could save loved ones thousands of dollars and significant distress, according to Equity Trustees....
INDUSTRY NEWS
With insurers under the microscope for their claims handling, Col Fullagar is arguing it is time for them to make commitments to meeting the promises inherent in their pr...
INDUSTRY NEWS
Financial advisers are seeking clarification and support on how the Assets Test change will affect their Age Pension eligibility, according to Challenger....
INDUSTRY NEWS
Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. ...
INDUSTRY NEWS
There is a “black hole” in unadvised workers’ understanding of how much they will need to sustain their retirements, an international advisory firm reports....
INDUSTRY NEWS
Technological dexterity is necessary for responding quickly to adviser demands, according AdviserLogic’s head of product development, Daniel Gara....
INDUSTRY NEWS
MoneySoft promises advisers better visibility on client spending habits via new tool....
INDUSTRY NEWS
The Government has backed the claims against CommInsure being referred to an expanded Senate Committee at the same time as endorsing a full-blown ASIC investigation....
INDUSTRY NEWS
The Trowbridge and LIF scrutiny directed at life/risk remuneration ought to have been equally directed towards claims handling....
INDUSTRY NEWS
Until real estate agents and lawyers are held to higher standards, foreign investors should seek financial advice to avoid breaching FIRB laws, Connect ASEAN principal, P...
INDUSTRY NEWS
Infocus Wealth Management has announced they are launching a direct-to-consumer advice solution which will integrate both Morningstar data and investment management servi...
INDUSTRY NEWS
Acquiring customers for robo-advice is a difficult task while making them pay for that service is almost impossible, according to a Melbourne Business School academic....
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...