Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform. ...
INDUSTRY NEWS
As the number of new entrants to the industry passes 100 for FY25, ASIC reports that firms are finding it a positive experience and has highlighted three areas to improve...
INDUSTRY NEWS
More than 100 new entrants have joined the financial advice profession so far in FY25, according to Wealth Data analysis, while AMP’s exit from advice will create a licen...
INDUSTRY NEWS
Wrap platform Expand has announced it has doubled the number of separately managed accounts available for advisers, with five new investment managers added....
INDUSTRY NEWS
The Principals’ Community has enhanced its value proposition by partnering with SuperConcepts, enabling its self-licensed advice practices to utilise the SMSF software....
INDUSTRY NEWS
AMP chief executive Alexis George has detailed to Money Management how its exit from advice will change the industry, allow greater scale for advisers and a new role for ...
INDUSTRY NEWS
AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering....
INDUSTRY NEWS
Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provide...
INDUSTRY NEWS
With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t alw...
INDUSTRY NEWS
New research has uncovered that wealth investment teams are seeing greater female representation than wealth advice teams, as well as what can be done to achieve gender p...
INDUSTRY NEWS
An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....
INDUSTRY NEWS
Advice licensee Sequoia Financial Group has announced a new chairman as the firm reshuffles following a shareholder dispute....
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?...