Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ADVICE
Financial planning
While firms have used more technology during the pandemic, there are still tools such as data management that could be better utilised by financial advisers. ...
Financial planning
The Association of Financial Advisers has proposed an alternative graduated pathway for experienced advisers to avoid the introduction of the proposed pathway which it wo...
Funds management
In its first major move since the separation with Commonwealth Bank, Colonial First State has announced it will partner with FNZ for a platform launch by the end of the y...
Financial planning
The Financial Services Council is hoping the Quality of Advice review will chart the course to end two decades of regulatory encroachment on the advice industry....
Financial planning
Over a quarter of paraplanners would be open to becoming financial advisers, creating an opportunity for them to consider the professional year as hundreds exit the indus...
Financial planning
There is an expectation that the total number of advisers will drop to 17,200 in January, and thereafter to between 15,000 and 16,000....
Financial planning
Potential adviser recruits are looking for practices that can mentor them, have technical training on hand, but also give back to the community....
Financial planning
A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind....
Financial planning
The regulatory overreach placed on the industry has led to poor outcomes for advice clients and regulators need to start trusting the industry again, an adviser believes....
Policy & Regulation
The corporate regulator’s financial advice hub aims to be a single repository to help industry participants more easily find information....
Financial planning
The changes in advice-led business model are forcing asset managers to respond to a growing direct market....
Financial planning
The affordability of advice issue can be solved through technology and MoneyGPS believes its tech can bridge the unmet advice gap for Australians who cannot afford compre...
Financial planning
The advice industry is “antiquated” in how it functions and direct investors who cannot access advice are an “accident potentially waiting to happen”, according to a pane...
Financial planning
The Profession of Independent Financial Advisers says it is in the late stages of getting approval to be an “officially-recognised” professional standards body by the Pro...
Financial planning
Digital hybrid advice is an answer for Australians excluded from advice due to high costs and for those who do not have ‘complex advice needs’....
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?...