Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
New global research confirms key role for advice in superannuation and pension outcomes....
INDUSTRY NEWS
Keeping it in the family is bad for family businesses’ longevity, with the majority failing when the second generation take over....
INDUSTRY NEWS
Many women avoided seeking advice because they feared being judged for their financial choices, the Women’s Wealth breakfast heard. ...
INDUSTRY NEWS
Of surveyed practice principals, 63 per cent were ‘highly satisfied’ with Australian Unity’s service and 35 per cent were ‘satisfied’....
INDUSTRY NEWS
The financial services industry’s gender composition at the executive level should better reflect the customer base, ING Direct said....
INDUSTRY NEWS
Applying a gender lens on policy and tax reform will help combat the many women retiring in poverty, according to a panel....
INDUSTRY NEWS
NAB become first of large scale banks to offer digital advice, but distances itself from ‘robo-advice’ label....
INDUSTRY NEWS
ASIC has urged advisers and licensees to update details on its Financial Adviser Register (FAR) or be hit with new fees and charges....
INDUSTRY NEWS
Attempts to implement changes and “restore confidence” in the FSU by the union’s national secretary, Fiona Jordan, are being stymied by a “hostile national executive”....
INDUSTRY NEWS
Women who want to get ahead in the financial services industry need to get in touch with people they aspire to be, an IFA independent director believes....
INDUSTRY NEWS
Regulators like ASIC and APRA were requesting their overseas counterparts to help them scrutinise financial institutions, a law firm said....
INDUSTRY NEWS
Robo-advice will change the face of financial services across Asia-Pacific by giving opportunities to underbanked markets, according to online investment adviser Stockspo...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...