POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
MLC Life Insurance and Praemium have signed MOU’s to collaborate on Iress’ Connectivity Network....
Financial planning
With Australians increasingly reluctant to discuss finances, Sydney adviser Jessica Brady has launched an online financial literacy course which hopes to empower young pe...
Financial planning
New data from Kaplan Professional has found digital modules around ethics and professionalism have been among the most-popular offerings for advisers. ...
Financial planning
According to two financial advisers, working alongside numerous professionals is imperative to providing balanced client support. ...
Financial planning
Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state this is ‘the time for bravery’...
Financial planning
The Joint Association Working Group (JAWG) has written an open letter to the financial services minister Stephen Jones stating the QOA must avoid “easy wins”....
Financial planning
The SMSF Association, in partnership with the Financial Planning Association (FPA), is set to release an express pathway for the SMSF Specialist Advisor (SSA) program....
Financial planning
The Australian Institute of Superannuation Trustees has advocated for banning unsolicited calls to consumers from advisers and financial planning businesses. ...
Financial planning
Phil Anderson, CEO of the Association of Financial Advisers, is hopeful the Government will embrace the ‘brave’ ideas put forward by Michelle Levy in the Quality of Advic...
Financial planning
Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....
Financial planning
The advisory company announced their subsidiary firm, Moggs Accounting + Advisory, has acquired a Victorian accounting firm....
Financial planning
With its advanced ability to streamline and simplify content, one adviser believes AI chatbot ChatGPT could prove a useful tool in providing financial advice as well as b...
Financial planning
A comprehensive study by Dimensional has offered an optimistic picture of the Australian financial advice industry....
Financial planning
Outsourcing specialist advice and using the term 'later years' are among ways that advisers can redefine their retirement service with aged care, according to a panel....
Financial planning
Research by Finder has found most Australians are making their own financial decisions without an adviser or planner....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...