Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ADVISERS
Superannuation
Netwealth has added a daily data feed from its investment wrap to SMSF software provider BGL....
Financial planning
Dealer groups are continuing a shift towards the use of model portfolios across their adviser forces, while Approved Products Lists continue to shrink...
Financial planning
Being healthy will soon pay off for Asteron customers in the form of up to 20 per cent off their insurance premiums....
Financial planning
A warning has been issued about the use of the core/satellite investment strategy, with some advisers using satellite investments as the 'gambling' portion of a portfolio...
Financial planning
The changes taking place in the industry mean business development managers (BDMs) will need to be able to talk about more than just product, according to ING Australia....
Financial planning
AMP's new consolidated super offering will make it easier for advisers to retain clients, but will also make it easier for clients to get by without the services of an ad...
Funds management
Advisers expect the switch from commission-based selling to fee-for-service will boost their use of exchange-traded funds (ETFs) over the next 12 months, according to new...
Funds management
IOOF has further improved on its Pursuit Select platform with the addition of domestic and international ETFs....
Life/Risk
Macquarie enhances insurance offering to suit white collars....
Financial planning
The role of business development managers is one that is frequently discussed in the financial services industry. Col Fullagar takes a look at what financial advisers wan...
People & Products
Danny Maher has joined Financial Planning Services Australia (FPSA) in the new role of general manager, advice. Maher outlines his view on the future of the dealer group ...
Financial planning
Macquarie has consolidated its Funds and Banking & Financial Services groups to form Macquarie Specialist Investments....
Editorial
The insurance industry has a chronically high cost structure, is structurally flawed, and carries a bias against level premium policies, writes Robert Keavney. However, r...
Financial planning
Ray Griffin weighs into the heated debate instigated by risk advisers who want to rebate commissions and start charging fees for insurance....
Financial planning
Questions remain over the ability of financial advisers employed by financial product manufacturers to meet the fiduciary duty requirements proposed as part of the Rudd G...
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...