POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Superannuation
A gap in knowledge has been identified as the main reason for the decline in the purchase of life insurance cover by SMSFs, AIA has found....
Financial planning
With remuneration models under scrutiny in the face of significant regulatory overhaul such as the removal of volume rebates due to Future of Financial Advice reforms, ad...
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Financial planning
The Financial Planning Association has upgraded its consumer-facing website in a move it says is designed to help Australians make informed financial decisions....
Financial planning
Boutique financial advisory firms may be able to improve their lead generation capabilities through the use of technology and social media....
Policy & Regulation
Despite FOFA reforms now being imminent, there are several regrettable reasons many businesses are using to delay addressing the changes, according to a paper from PwC an...
Funds management
IOOF is using the shift to complementary wealth accumulation strategies to try to drive up the use of investment bonds in the longer term....
Superannuation
Smaller licensees may hold the solution for financial advisers seeking more value-for-money when it comes to dealer group fees, according to Pinnacle Practice director An...
Financial planning
The Australian Securities and Investments Commission has banned an authorised representative of WealthSure from providing financial services for five years....
Life/Risk
ClearView has posted positive results for the 2011/2012 financial year after extending its reach into the life insurance and wealth management markets....
Financial planning
Promoting the value of advice and improving consumer confidence are some of the main goals of this year's Financial Planning Week, according to FPA chief Mark Rantall....
Financial planning
Despite calls for financial advisers to be more aligned with other related services providers such as mortgage brokers and accountants, referral relationships will not be...
Financial planning
Financial advisers are way ahead of banks and credit card providers in terms of creating close professional relationships, according to a new study released by the Financ...
Financial planning
CommCentral has launched new software which manages different adviser remuneration models combined with inbuilt FOFA rules....
Editorial
Using questionnaires to determine an investment strategy is often frowned upon by both local and international regulators. As Paul Resnik explains, financial advisers wil...
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...