Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
New research confirms that those who have used an adviser trust them and respect their outcomes....
Financial planning
Most advisers are focused on business growth, despite almost 75 per cent claiming the proposed fee-for-service models and opt-in arrangements would have a somewhat or str...
Life/Risk
Treasury officials confirm that insurance commissions are outside of scope of FOFA reforms....
Financial planning
The Association of Financial Advisers is seeking millions from the financial planner industry to counter industry funds advertising....
Financial planning
The Association of Financial Advisers annual conference has been told planners should be careful not to disgard C and D clients....
Financial planning
The high cost of advice, driven up by regulatory barriers, is the main reason Australians are not seeking advice, according to Financial Planning Association chief execut...
Superannuation
Financial planners who delayed their retirement plans as the financial crisis hit are now starting to come back to market....
Financial planning
Concerns have been raised about the nature of the professional development being delivered to advisers at dealer group conferences....
Financial planning
AFA president Jim Taggart has attacked the millions of dollars expended by industry funds in attacking advisers....
Financial planning
The Encore Group is developing a desktop solution that aims to assist financial advisers transitioning to fee-for-service who are concerned about having the ‘value ...
Financial planning
New research reveals low public regard for financial planners as trusted professionals....
Financial planning
Funds management firm Australian Unity Investments (AUI) has introduced IRESS data feeds for their XPLAN and VisiPlan software, allowing financial advisers to consolidate...
Policy & Regulation
The FPA and the Association AFA are confident that the industry has the ear of Treasury as the consultation around the Future of Financial Advice reforms has resumed....
Financial planning
The Association of Financial Advisers (AFA) has reinforced its support for small licensees and practices by launching the Small Licensee and Practice Principal Conference...
Superannuation
While new research suggests more SMSF trustees are using advisers, it also confirms their own self-belief....
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...