POWERED BY MOMENTUM MEDIA
ADVISERS
Financial planning
Financial advisers tend to over-estimate the average investor’s knowledge of financial markets – but social media could help to stem this trend, a US study has found....
Financial planning
The concept of trust in financial planning has reached a critical juncture, writes Geoff Rimmer, and only bold measures will restore it. ...
Financial planning
The ability to easily open and manage accounts are what advisers are looking for when it comes to cash products, according to a new survey conducted by Macquarie Bank....
Financial planning
More than half of advisers in the industry have been approached by one or more dealer group asking them to switch, according to a CoreData survey....
Financial planning
Guardian Advice moves to make medical-related processes easier for planners....
Financial planning
AIA Australia has announced another platform link-up, this time with HUB24....
Financial planning
Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...
Financial planning
ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...
Editorial
As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...
Financial planning
Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...
Financial planning
Having a successful discussion with clients about fees can revolve around emphasising service delivery rather than value....
Financial planning
The growing use of mobile devices has resulted in financial advisers embracing social media faster than ever – and at a more rapid pace than the overall community....
Financial planning
Guardian Advice moves to get advisers ready for FOFA via workshops. ...
Financial planning
IOOF has moved to help prepare its planners for the new Future of Financial Advice regime with the release of a Fee Disclosure Statement Questions and Answers pack....
Financial planning
The FPA is calling for Tax Agent Services Act (TASA) amendments to be sent off to a committee and possibly deferred for another six to 12 months, following the tabling of...
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...