Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ADVISERS
People & Products
As it continues its push for regional growth, Centric Wealth has appointed Bonnie Boezeman AO as director of urban growth New South Wales....
Financial planning
Guardian Advice has rolled out a new succession planning strategy which aims to help older advisers retire, while attracting the younger generation of planners to the dea...
Financial planning
When it comes to fee disclosure statements, advisers need to consider what the regulator wants; what is expected from a legal viewpoint; and how disengaged clients are li...
Financial planning
Matrix withdraws itself from sale despite interest from buyers....
Funds management
Financial adivsers must understand the interplay between different client objectives and how they impact each other, according to Lonsec’s Lukasz de Pourbaix....
Financial planning
Macquarie has launched an SMSF toolkit to improve client engagement and support advisers in managing their clients’ SMSFs....
Financial planning
Advisers can improve the health and profitability of their business by getting involved in philanthropy, according to Shadforth Financial Group (SFG) national head of phi...
Financial planning
Planners need to be careful in how they treat a client's informal partner in their own advice records, according to York Family Law director Nabil Wahhab. ...
People & Products
Centric Wealth has named Celia Carroll as the dealer group's new state manager for Victoria. ...
Financial planning
A new survey finds advisers see the Future of Financial Advice reforms in a more positive light, citing efficiency as the most likely legacy of the new legislation....
Financial planning
People need to treat estate planning like any other insurance policy, according to Equity Trustees....
Financial planning
With fee disclosure requirements for financial advisers just around the corner, Adviser Logic managing director Gundeep Sidhu says that he is still seeking clarity from d...
Editorial
Some of the biggest companies in the world are based in emerging markets. Perhaps it is time to let go of old-fashioned views and seriously consider this sector, writes J...
Financial planning
Synchron's Don Trapnell says some licensees are guilty of creating a "Hotel California" syndrome by imposing unreasonable conditions on exiting advisers....
Life/Risk
Improving consumer demand and sales volumes have bolstered life/risk adviser sentiment, according to the latest Zurich index....
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...