Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Constant regulatory changes such as FOFA and grandfathering have halted projects to enhance platforms, a financial firm said....
INDUSTRY NEWS
While the GFC certainly dragged down investor sentiment, new data reveals Australian direct share ownership actually peaked in 2004....
INDUSTRY NEWS
New US research suggests planners should embrace robo-advice platforms as a useful tool for servicing a particular client segment....
INDUSTRY NEWS
Client loyalty towards advisers will decline in the coming decades, with social media and ‘likes’ set to become the new way of advertising....
INDUSTRY NEWS
Independent retirement planners remained averse to retirement product solutions, with little progress being made in dealing with longevity risk....
INDUSTRY NEWS
Financial planners are embracing tablets and showing their willingness to spend on technology to better integrate their businesses but Xplan continues to be the most-used...
INDUSTRY NEWS
Being bombarded by regulation changes meant advisers were yet to embrace improving client communication by adapting a customised mobile strategy....
INDUSTRY NEWS
More than two thirds of financial employers would not be increasing headcount as confidence in the economy sagged, a survey showed....
INDUSTRY NEWS
Large platforms were not servicing small and mid-tier independent financial advisers with their MDAs, as it may be cheaper to cater to the big firms, a boutique firm said...
INDUSTRY NEWS
Skilled advisory staff with appropriate higher education standards are in increasing demand with paraplanners in the spotlight, according to Hays....
INDUSTRY NEWS
More than 30 ASX 200 companies do not have any females at board level and ACSI has been placing them under the microscope in the lead up to the 2015 annual meeting season...
INDUSTRY NEWS
The wealth management and super industries are struggling to attract new employees in the wake of recent EUs, even as hiring intentions are set to boom over the next 12 m...
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?...