POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
APIR, the group responsible for providing codes for managed funds, has scored a major coup with the announcement that the Association of Financial Advisers had signed up ...
Financial planning
US financial planners could be in for an unexpected business uptake following the September 11 attacks as high net worth clients seek out professional advice in the wake ...
Financial planning
A select group of union approved financial advisers and dealer groups are set to become the unlikely beneficiaries from the much publicised collapse of Ansett....
Financial planning
JBWere Investment Management has rolled out a new selection of retail managed funds, which waives the initial fee for investors....
Financial planning
The Financial Planning Assocication (FPA) has called on the Federal Government to enshrine the terms “financial planner” and “financial adviser” in the Financial Services...
Superannuation
Research commissioned by Norwich Union Life has found members of the employed public are greatly in need of superannuation information, with more than eight in 10 saying ...
Financial planning
Sealcorp has revamped its online financial services tool, adviserNET, to capitalise on a surge over the past 12 months in advisers using the service....
Life/Risk
Advisers scramble to restore indemnity insurance...
Financial planning
The arrival of global players in the UK master trust market has boosted awareness and brought benefits for Australian player Objectmastery....
Financial planning
The arrival of global players in the UK master trust market has boosted awareness and brought benefits to Australian player Objectmastery....
Financial planning
International equity funds continue to top the inflow charts for the March quarter, despite international funds suffering big losses for the first three months of the yea...
People & Products
Well known industry figure John Godfrey will become the chairman of Tower’s new dealer group, Goldridge....
Funds management
Since the earliest days of the financial planning industry, fund managers have treated financial planners to all manners of luxury. ...
Financial planning
Lonsdale Securities has moved into agribusiness research to provide information and reports for financial advisers....
Financial planning
The Association of Financial Advisers (AFA) has reacted strongly to the disclosure provisions of the Financial Services Reform Bill, claiming they are inconsistent and no...
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...