POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Funds management
Disillusionment with the funds management industry and a hunger for transparency among clients is fuelling a move towards direct equities....
Financial planning
Financial planners should be considering the age pension as part of their clients' financial risk model, according to Towers Watson Australian investment strategy head Ti...
Financial planning
The company which delivered Australian financial advisers an application to run risk insurance quotes on both Apple and Android devices, Omnium, has launched a similar of...
Life/Risk
Midwinter will be introducing a new addition to its insurance module which it claims will provide financial advisers with adequate research on legacy insurance products b...
Financial planning
Confusion appears to be the outcome of the Government's failure to answer questions about the provision of intrafund advice in the latest tranche of Stronger Super draft ...
Financial planning
A vast majority of financial advisers surveyed by Zurich are looking to re-balance their clients' portfolios to hold less cash in the next 12 months....
Financial planning
New research suggests the Eurozone crisis has accelerated the use of mobile apps to help financial advisers stay close to their high net worth clients....
Financial planning
Madison Financial Group has selected Morningstar Australasia as its investment research provider....
Funds management
Investorfirst has announced that its Hub24 Super offering has gone live with dealer groups Ord Minnett and Sentry Group....
Financial planning
Bendigo Wealth’s phone-based scaled advice service has doubled from five to 10 wealth consultants in its first three months, with the group looking to expand it to includ...
Life/Risk
Col Fullagar looks at the recent changes to the insurance definition of a heart attack and considers possible impacts on the financial advice process....
Life/Risk
For insurers to survive and thrive they must pursue a program of continuous and customer-led innovation, writes Duncan West....
Editorial
Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...
Financial planning
Financial advisers looking to switch to managed funds have been urged to avoid managers who churn through shares to reduce the tax impact on their client....
Financial planning
Asteron Life has updated its group risk strategy to focus on the corporate, superannuation fund and platform provider market as it also looks to leverage its relationship...
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...