POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
ProQuest will change its name to FinaMetrica Limited from early February after extensive growth in offshore markets drove the need for a change in branding and marketing ...
Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Financial planning
Australian Financial Services (AFS), which has been without a full-time managing director since August, will complete a full strategic review of the group’s operations by...
Financial planning
IWL has moved to expand its financial advisory software to include a risk insurance tool following the appointment of former Investment Data Technologies (IDT) specialist...
Financial planning
Money Management’s Financial Planner of the Year award is getting bigger and better every year, with increasing numbers of nominations, finalists and, this year, even jud...
Financial planning
Paul Kofod, the head of financial advisers at St George Bank has left the group and been replaced by former ANZ staffer Ferooz Normoyle....
Financial planning
The chair of the Parliamentary Joint Committee on Corporations and Financial Services, Senator Grant Chapman, has indicated it may re-examine the issue of risk product di...
Financial planning
National Australia Bank-owned MLC has been has been granted 13 Australian Financial Services (AFS) licenses by the Australian Securities and Investments Commission (ASIC)...
Financial planning
Promina’s financial services division, Asteron, has made a flurry of key appointments to its marketing and distribution team in an effort to realign the division and driv...
Financial planning
Tribeca Learning has signed up almost 900 advisers to its online continuing education service OnTrack, with two new institutional clients bringing numbers to 6,500 since ...
Financial planning
Despite a record haul of enforcement outcomes for the 2002/03 financial year, the Australian Securities and Investments Commission (ASIC) has pledged to be even more ruth...
Financial planning
The Australian Stock Exchange (ASX) has moved to shore up what it perceives as a gap in knowledge standards available for financial planners who provide advice on listed ...
Financial planning
Potential changes in legislation have made dealing with reasonable benefit limits (RBLs) for superannuation more complex, despite Government claims it is simpler, says To...
Financial planning
Risk selling is about selling relationships, not products. Julie Bennett and Freya Purnell report....
Financial planning
The introduction of Financial Services Reform (FSR) legislation seems to be frightening many advisers – but life advisers appear to be particularly concerned. John Wilkin...
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...