POWERED BY MOMENTUM MEDIA
ADVISERS
Financial planning
Former investment manager linked to failed superannuation fund Trio Capital, Tony Maher, was sentenced to 25 months jail for financial gain through misleading statements....
Financial planning
Financial advisers should be taking advantage of new technologies to market their services to clients....
Financial planning
Austock looks to Aged Care Income Tested Fees with new product...
Financial planning
Financial advice clients were charged an average of $1800 each in fees last year, largely due to the growing basket of products they were sold by advisers and brokers, re...
Editorial
ETFs lay in the shadow of other investment vehicles for almost a decade, but the last two years have seen their value skyrocket. Could it have anything to do with regulat...
Life/Risk
Advisers must be extremely diligent about ensuring they fulfill their duty of care, as two recent court cases have shown. David Glen runs through the post-FOFA adviser ch...
Financial planning
ANZ's OnePath has upgraded its OneCare insurance offering based on adviser feedback...
Funds management
The role of a business development manager (BDM) was not even in Greg Bird's thoughts until 2011, when he was approached by Lifeplan Funds Management for the Victoria/Tas...
Financial planning
Ironbark looks to extend digital footprint with key marketing appointment....
Superannuation
Morningstar will launch an Approved Share List for SMSF advisers dealing with rapid growth of the sector....
Financial planning
Questions are being raised over financial advisers’ focus on traditional products, with a survey showing more than half of respondents viewed specialist risk as a priorit...
Financial planning
Advisers have been encouraged to incorporate limited managed discretionary accounts (MDAs) into their suite of services before the corporate regulator moves. ...
Financial planning
Provisio Technologies has announced the introduction of a range of new tools designed to increase engagement between financial advisers and clients. ...
Financial planning
Almost one in three clients are considering leaving their adviser, with a lack of face-to-face contact often the kiss of death, a survey found. ...
Policy & Regulation
Advisers believe the FOFA reforms are a now only a distraction from delivering quality client services and building their personal brand, a recent survey by the Advice Le...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...