Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ADVICE
Funds management
CBA has re-signed Morningstar as its primary investment research provider for its wealth management business. ...
Financial planning
Non-aligned group, Centrepoint Alliance, has rebranded under one umbrella and website, and will run as a single brand with four sub-brands....
Features
The financial planning industry has probably accepted by now that change is a constant, stemming from legislation, regulation, or the Budget. Malavika Santhebennur wades ...
Features
Financial planners talk about what the costs of implementing FOFA have been for their practices even as they contemplate the next suite of changes stemming from tinkering...
Features
Malavika Santhebennur finds out what else is on advisers’ minds other than the 2016 Federal Budget and FOFA in part three of this feature....
Features
Decisions regarding tax this financial year have a lot to do with the upcoming federal election and possible legislative changes. Jassmyn Goh finds out how advisers can b...
Financial planning
CBA has paid over $4.8 million in compensation so far to clients who received poor advice or were charged incorrect fees....
Financial planning
Most people who sought financial advice were doing so at the last minute as they approached retirement, with many finding advice was out of reach for them....
Financial planning
ASIC has accepted an EU from HSBC for potentially giving poor advice to clients on retail structured products without collecting sufficient information and considering th...
Features
While understanding the intricacies of SMSFs require specialist training and education it is well worth the effort for advisers to be able to provide comprehensive SMSF a...
Financial planning
Female investors and those aged over 45 are more satisfied with their advisers, while those aged over 60 were less satisfied with their adviser’s technical ability. ...
Financial planning
Advisers across NAB’s planning network will have access to online and face-to-face learning opportunities through a partnership with Deakin University....
Knowledge Centre
New research from ING DIRECT shows that many Gen X and Y financial stereotypes are untrue and there are many opportunities for advisers to connect with this customer grou...
Features
Video advice takes off, older Australians take up phone-based advice, and more people want comprehensive advice instead of scaled, Jessica Amir finds. ...
Financial planning
Paul Barrett’s AZ NGA extends footprint via another RI Advice-licensed planning firm, Adelaide’s Bailey Capital Management....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...