Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ADVICE
Financial planning
Continuing volatility is one of the only things going against the top dealer groups at the moment. But they have proved resilient, and nothing is holding them back from i...
Financial planning
Commonwealth Bank of Australia has revealed both its funds under advice and management slipped in the June quarter, but FirstChoice flows and in-force insurance premiums ...
People & Products
David McKay to leave his post as general manager of Commonwealth Financial Planning....
People & Products
The former head of ipac Financial Planning, Sally Manion, has been recruited by Snowball Group....
Editorial
Paul Barrett commends the Future of Financial Advice recommendations but warns that the annual renewal requirement will create more risk for investors....
Financial planning
Frank Smith explains the importance of financial advisers tailoring Statements of Advice and how to avoid common mistakes....
Editorial
Sean Graham dissects the arguments made by industry super funds and some financial planners of the commissions-based remuneration of insurance in recent issues of Money M...
Financial planning
As the industry undergoes significant change, Jim Stackpool looks at the challenges facing financial planners and explains how they can continue to thrive in a difficult ...
Financial planning
Plan B has announced that funds under management, administration or advice (FUMA) were $2.19 billion at the end of March, marking an overall increase of 19.7 per cent in ...
Financial planning
The Boutique Financial Planning Principals Group (BFPPG) has hit back at industry dismissals of the independence of advice as a question of perception rather than reality...
Financial planning
Fleetwood Advisory Group director Steven Fleetwood has been banned from providing financial services for five years by ASIC following an investigation into his profession...
Financial planning
Members of industry superannuation funds have exhibited strong reluctance towards paying more than $500 for financial advice, according to HESTA executive manager Debbie ...
Financial planning
Paragem has extended its Australian Financial Services Licence (AFSL) service and compliance support to superannuation funds that are grappling with the grey area between...
Financial planning
The Industry Super Network has paid for new research into financial planning. The research predicts a rosy future for intra-fund advice, but little change for holistic ad...
Editorial
Financial Services is fraught with conflicts of interest, says Robert Keavney. But the regulatory focus on these problems means that financial planning has a bright futur...
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...