POWERED BY MOMENTUM MEDIA
DIRECTOR
Financial planning
The use of advice technology by industry funds is not something to fear according to a technology provider....
People & Products
St George makes key planning appointments across Bank of Melbourne and St George Financial Planning....
Financial planning
Some segments of the industry say the Financial Services Council’s (FSC) stance to proactively reduce the practice of insurance policy churning by advisers will not...
People & Products
Financial services technology provider, GBST, has appointed Nick Frolich to its wealth management business....
Financial planning
Some lenders have been taking advantage of regulatory loopholes to either recommend clients start up a self-managed super fund (SMSF) or obtain a declaration of business ...
Financial planning
The Financial Planning Association has criticised CHOICE’s partnership with the Big Bank Switch campaign, calling it hypocritical....
People & Products
TAL has added two new members to its Board of Directors as the company continues to expand its specialist field of life insurance....
Financial planning
A Sydney director has been banned permanently by the Australian Securities and Investments Commission (ASIC) for operating a financial services business without an Austra...
Funds management
With more and more investors wanting access to property investment advice, the expertise required is often beyond the scope of most financial advisers....
Editorial
The Industry Super Network has again used research it commissioned from Rice Warner to substantiate its arguments on opt-in but, as Chris Kennedy reports, many of the Ric...
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point for clients looking to borrow to invest in a proper...
Financial planning
Advisory technology of the kind used by super funds to provide limited advice could help advisers and dealer groups retain and profitably service C and D clients in a fee...
Financial planning
As the financial services sector braces for major change flagged by the Federal Government more than a year ago, companies within the industry are becoming increasingly v...
Superannuation
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point to clients looking to borrow to invest in a propert...
Financial planning
There seems to be a sizeable gap between boutique dealer groups and major institutions in terms of financial planner recruitment this year, as the two sectors face differ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...