Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
COMMISSIONS
Financial planning
A billing system that gives advisers the choice of receiving payment via fee-for-service or commission has proven highly popular with advisers, according to the results o...
Financial planning
Transparency represents the key to the fee-for-service versus commissions debate, according to a survey of financial advisers conducted by Zurich Australia....
Financial planning
A Townsville financial adviser has been banned for two years by the Australian Securities and Investments Commission after being reported by his employer, RetireInvest....
Editorial
More and more planners chasing consistent returns are happy to blend indexed and non-indexed product. Why? Because it all comes back to the view that out performance invo...
Financial planning
The chairman of the Australian Securities and Investments Commission, Jeffrey Lucy, has reiterated that it will not be imposing its views with respect to the fee-for-serv...
Financial planning
Underlying hot topics like the commissions debate, Australia’s insurance gap and compliance is the need to boost consumer confidence and reinforce the value of advice, ac...
Financial planning
Financial advisers need to minimise the risks associated with their practices in order to realise the highest value for their businesses when looking at succession planni...
Financial planning
Companies such as NAB moving towards a fee-for-service model for financial advisers risk losing some of their more entrenched planners with the strongest client relations...
Financial planning
Macquarie Mortgages has announced its acquisition of Canadian-based Cervus Financial for C$12.5 million (A$15 million) as being part of its global strategy to selectively...
Financial planning
Paragem Partners has announced it has been appointed by two separate companies to provide them with independent dealer services and back-office support....
Financial planning
Wrap providers are poised to benefit from deregulation of the UK financial services industry, the UK manager of a professional consulting services supplier has said....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...