Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNER
Editorial
New research confirms consumers who use financial planners are generally happy with the service they receive but, as Mike Taylor reports, it also points to how many clien...
Financial planning
New Roy Morgan research has confirmed that up to half of planning clients are out of touch with their planners....
People & Products
Managing director of Merrill Lynch and former financial planner, Jay O'Neil, will soon relocate to Australia from the United States to head up Macquarie Private Bank, Mac...
Financial planning
FOS backs actions of planner after client accountant's tax-related strategy ends in complaint....
Superannuation
Many financial planners belonging to the baby-boomer generation will retire around the same time as the majority of their clients, creating a greater need for well though...
Financial planning
Gwen Fletcher AM has been awarded Money Management's inaugural Lifetime Achievement Award for her steadfast dedication and outstanding stewardship in developing and promo...
Financial planning
More than 170 members of the Financial Planning Association (FPA) will be offering free online financial advice for the next six weeks in the hope of promoting the profes...
Financial planning
Financial advisers may see the advantages of advising on exchange-traded funds (ETFs), but the increasing popularity of ETFs is being driven by self-directed investors, a...
Editorial
Simon Stanton explains why financial planners should not leave themselves out of the insurance claim process....
Editorial
With the major institutions and dealer groups having actively encouraged their financial planners to vote 'yes' to the Financial Planning Association's (FPA's) constituti...
Financial planning
The Financial Planning Association (FPA) has called upon the Treasury to restrict the use of the term 'financial planner' under law. ...
Financial planning
Legal experts believe the Government's proposed opt-in reform will be challenged due to a potential clash with current contract law....
People & Products
Tyndall Investments has recruited Aaron Russell as its new national key account manager, following the recent promotion of Andrew Julius to head of retail....
Financial planning
Close to one million Queenslanders are more worried about their financial situation now than prior to the January floods and Cyclone Yasi, and are consulting planners and...
Editorial
Scott Machin explains how scoped advice is bringing financial advice within the reach of all Australians....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...