Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
ADVISERS
Financial planning
Macquarie Adviser Services has provided financial planners with a new booklet clarifying strategies they may be able to implement for their clients to take advantage of t...
Financial planning
In a move that could cause friction between financial advisers and dealer groups, advisers plan to include additional financial services platforms in their existing offer...
Financial planning
The Perpetual WealthFocus Investments platform is providing financial planners with greater flexibility and convenience by offering electronic bill pay service BPAY for i...
Financial planning
Independent charitable organisation the Sydney Community Foundation has enlisted the help of a United States philanthropy guru to kick off a series of workshops for advis...
Financial planning
Asgard Wealth Solutions has launched the second phase of its automated business support tool AdviserNETgain that will enable planners currently using the application to g...
Financial planning
Estate planning is one of the most important areas of a financial plan but is often overlooked by advisers, according to AXA national development manager Steve Currie....
Funds management
After hearing one too many complaints from advisers and investors that its name was too hard to pronounce, fund manager SAITeysMcMahon has decided to re-brand, and will n...
Financial planning
The FSP Portfolio Services platform, Portfolio Services Wrap, has passed the $1 billion mark in funds under administration 18 months earlier than its management had forec...
Funds management
The increased demand for global direct property is expected to strengthen further, according to an adviser study commissioned by Macquarie Direct Property, which found 93...
Financial planning
The Association of Financial Advisers is developing a ‘soft skills’ course for advisers in an attempt to help reduce the level of underinsurance in Australia....
Financial planning
ING has created a desktop calculator that allows advisers to determine whether to invest the proceeds of a client’s assets into superannuation, thus taking advantage of t...
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...