Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ADVISERS
Financial planning
ING has argued for the intra-fund advice regime to be extended to financial planners, while also calling for more stringent licensing rules and education standards....
Financial planning
Australian financial advisers believe the worst of the global financial crisis is over, with sentiment having improved rapidly over recent months, according to the latest...
Financial planning
While many advisers are now making the transition from commissions to a fee based remuneration, many admit they don't have it right yet....
People & Products
Macquarie Adviser Services recruits AMP's Cameron Spittle to head up sales for Macquarie Wrap....
Financial planning
Two FSP advisers have produced a series of five financial literacy books from what they say is a resource rich industry....
Life/Risk
ING has upgraded its OneAnswer super offering with the addition of an online insurance tool....
Financial planning
The service will ease shares administration and implement corporate actions across its client base....
Financial planning
The consolidation of separately managed accounts into platforms represents a "quantum leap forward from conventional managed funds", according to Aviva Australia research...
Financial planning
While some advisers may feel they don't have the skills to deal with estate planning, investment bonds allow them to offer an estate planning strategy within their existi...
Financial planning
A growing number of enquiries from planners dissatisfied with the institution's percentage-based fee model has prompted dealer group/accountant firm MCA Financial Planner...
Life/Risk
WriteAway to manage new cases through to policy completion within 20 to 30 minutes....
Editorial
Recent market volatility highlights the need for consistent client advice, writes Shane Pinkerton....
Financial planning
JANINE MACE explores the current love affair with cash, and the risks and benefits of this asset class for investors....
Financial planning
Dealer groups need to adopt better models to maintain the allegiance of practices, according to the head of Premium....
Financial planning
Has embarked on a comprehensive review of the licensee standards that govern the delivery of advice to its clients....
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...