Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ADVICE
Financial planning
AMP’s new service model will allow the release of institutional ownership and will cease buyback arrangements, but advisers have until the end of the year to leave the ne...
Financial planning
Trustees should come up with an approach that allows them to have necessary comfort that the quality of advice that is provided to members is as it should be, according t...
Life/Risk
Only one-third of surveyed consumers believe an advised life insurance product is better quality than an unadvised product, according to MetLife....
Financial planning
COVID-19 has driven the awareness of the importance of professional advice by 54% in the past 12 months, according to ClearView....
Financial planning
The biggest challenge facing the advice industry is getting out of the ‘siege mentality’ brought on by reforms and failing to look towards growth, an advisory firm believ...
Financial planning
The corporate regulator’s consultation found that limited advice is too costly to provide and there is a lack of demand for digital advice....
Financial planning
The big four bank will remediate customers of its financial advice business for failure to notify them of corporate actions between 2005 to 2019....
Financial planning
Investors are likely to need guidance from an adviser on balancing risks if they want to achieve a desired 13% annual return in post COVID-19 markets, according to Natixi...
Financial planning
There will be more advice practices popping up to service clients that only want once-off advice and those practices need to invest in technology to lower the cost of adv...
Financial planning
As advisers are steadily continuing to exit the industry leaving more advice roles in supply, practices will need to offer work flexibility and a desirable culture to lur...
Financial planning
When it comes to retirement planning of mid-life clients, financial advisers should look to simplify decision-making and transitional career work, according to Full Time ...
Expert Analysis
The proliferation of retail investors entering the market during the COVID-19 induced downturn has highlighted the value that can be demonstrated by seeking financial adv...
Editorial
Thousands of low-balance, high maintenance clients are being orphaned in the wash-up of what is emerging as significant failure by successive governments to understand th...
Financial planning
Count Financial is continuing to build its adviser numbers, this time recruiting former Fitzpatrick’s aligned Sydney-based StrategyOne....
Financial planning
Advisers on maternity leave, paternity or otherwise looking to work part-time are being offered a flexible fee model by Centrepoint Alliance....
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?...