Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL ADVISERS

Financial planning

Macquarie Adviser Service's latest internal survey leaves it feeling satisfied....

Financial planning

AMP this week announced upgrades to its Elevate insurance offering, with a particular focus on people working in the mining industry....

Funds management

Each year the Money Management BDM of the Year attracts an outstanding group of candidates, and this year's state winners were no exception....

Financial planning

Key opposition parliamentarians Senators Mathias Cormann and Arthur Sinodinos to give the counter view on the Budget at AFA forum....

Financial planning

Investment Trends research finds financial planners play an enormous role in the take-up of capital protected products....

Financial planning

The ACCC has issued a decision which may have implications for organisations in the financial planning industry....

Life/Risk

With a focus on a clear segmentation of its client base, ANZ Wealth has made a number of product enhancements to its OnePath retail life insurance offering, OneCare....

Financial planning

Direct sales of financial products and the use of social media for business purposes have grown to become bigger factors than FOFA for financial advisory practices, accor...

Funds management

Wealth Enhancers chief executive Finn Kelly was a finalist in the Money Management Young Achiever of the Year category last year and has gone one step better in 2012....

image
Editorial

NAB pushes through to $2.052 billion half-year profit despite UK exposures and battling wealth management markets....

Financial planning

IOOF has released a new product which it says is aimed at financial advisers with clients who are looking for a wealth accumulation strategy outside of superannuation....

Financial planning

BlackRock Australia has launched two new funds targeted at financial advisers and begun marketing them via a national roadshow....

Financial planning

The amount Australians are prepared to pay for financial advice has slipped over the past year, with the gap between expected and actual cost of advice widening....

Financial planning

Financial planners have welcomed St John report recommendations suggesting product issuers accept greater responsibility. ...

Financial planning

As the Financial Planning Association's 'Beyond the Shadow Shopper' workshops made their way to Sydney this week, the discussion turned to the need for proper record-keep...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

6 days 13 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 2 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 4 days ago