POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
Voice chat software such as Skype allows financial advisers to add more value to the service they offer to A and B clients, according to Zurich Financial Services. ...
Editorial
The industry is still waiting on an announcement from the Government following the decision to remove the accountants' exemption on providing advice on SMSFs as part of F...
Editorial
With the FOFA, Stronger Super and MySuper reforms finally taking shape, the financial services industry has a clearer picture of what the future holds, writes Chris Kenne...
Financial planning
Financial advisers have significantly increased their allocations to fixed income investments in the past 18 months and are likely to increase that further, according to ...
Financial planning
Shadforth Financial Group is in talks with platform providers and fund managers to offer low-cost enhanced asset class (EAC) investment options to low-value clients....
Tools & guides
The option of using a record of advice has been available to financial advisers for a number of years. Samantha Hills clears confusion as to why planners would use one, w...
Editorial
In the current investment climate, alternative investments can provide valuable diversification. So why are investors still not jumping on the bandwagon? Freya Purnell re...
Financial planning
The rise of the younger, more affluent woman may present a golden opportunity for financial advisers looking to diversify their current client base....
Financial planning
Over the past six months, Australian Unity Personal Financial Services has added 26 financial advisers to its business....
Financial planning
Financial advisers must better communicate the message of Australia's strong financials and get back to the business of providing quality education and understanding to c...
Financial planning
AIA Australia launches product changes which help financial planners deliver insurance within superannuation....
Financial planning
The administration cost of opt-in is likely to be negligible, according to Gold Seal director Claire Wivell Plater....
Financial planning
When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...
Financial planning
Financial advisers need to stop clients churning assets quickly if they want to build their wealth, according to US Vanguard senior investment analyst Don Bennyhoff....
Financial planning
AMP has signaled it will be pushing further into providing financial advice to the post-retirement sector....
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...