Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Superannuation
Where an SMSF has bought property, the break-up of assets may be problematic during a divorce, explains Michael Hallinan....
Superannuation
Financial advisers should encourage the children of SMSF trustees to join the SMSF as members to lower their administration costs and as a way of engaging the younger gen...
Financial planning
The Australian Securities and Investments Commission (ASIC) has alleged in court that a South Australian adviser misappropriated $3.1 million in client funds....
Financial planning
Asgard’s Infinity eWRAP reached a milestone this week – passing $2 billion in funds under management....
Financial planning
Independent superannuation and investment platform provider Wealthtrac has announced a new pricing model aimed at attracting financial adviser interest....
Financial planning
Non-aligned dealer groups are having to adopt a creative approach to filling the revenue shortfall left by bans on volume rebates....
People & Products
A new head of wholesale and a national account manager have joined the ranks of Fidelity Worldwide Investment's Australian team....
Financial planning
FOFA has radically altered the dynamics of financial planning platforms, generating new approaches across the industry and between platform providers....
Financial planning
DomaCom has signed a third national dealer group to its Foundation Partner program, which has now signed a total of 11 AFSLs that advise on a total of $3 billion....
Editorial
ASIC has been handed a mammoth task in delivering FOFA, underscoring the tiny window available to the financial services industry to prepare for the new regulatory regime...
Financial planning
Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....
Financial planning
Institutions have been a 'safe port in the storm' for financial advisers, but may face a challenge to retain top advisers when markets recover....
Financial planning
There is some concern in the industry about the language used by ASIC in its consultation papers on the delivery of financial advice....
Financial planning
People who want financial advice are looking for stability and security - which is exactly what bank-aligned planners can provide them with, according to Hunts' Group dir...
Financial planning
Financial advisers can lower their costs and create more loyal clients by catering to environmental, social and governance concerns, according to Premium Wealth Solutions...
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...