Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNER
Financial planning
FPA calls for a more informed debate on the merits of selecting different superannuation funds....
Financial planning
ANZ admits some failures on Opes Prime and Storm, but wants the professionalisation of the financial planning industry....
Financial planning
QInvest submission argues that advisers are at cross-roads and that they cannot serve two masters....
Financial planning
Submission to the joint parliamentary inquiry claims the buyer of last resort policy is biased towards product providers....
Financial planning
A Sydney financial planner who has worked with former clients of Storm Financial in recent months has pointed to an aggressive sales culture within the failed group, incl...
Financial planning
Canstar Cannex has warned that while direct life insurance does have a place, consumers who don't seek advice may end up paying higher premiums....
Financial planning
Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports....
Editorial
Class action launched in 2007 to recover investors' losses in Westpoint property developments....
Financial planning
AMP chief executive Craig Dunn has defended the integrated financial services model, saying despite "inherent conflicts of interest" that must be managed, consumers prefe...
Editorial
Peter Worcester and Paul Resnik continue their examination of the risks involved in borrowing to invest....
Financial planning
Financial planning practices are not working with their dealer groups to tackle cash-flow problems during the downturn....
Financial planning
Planners served notice by regulator but reports of home and office raids incorrect....
Financial planning
Over the past 21 years Queensland financial planner Martin Kerrigan has had nearly 30 face-to-face meetings with promoters of agribusiness managed investment schemes, des...
Financial planning
Service payments between planners and clients are not an issue for government regulation, financial planner Wayne Leggett has argued to the parliamentary committee inquir...
Financial planning
In a submission to the Rippoll inquiry respected financial planner Neil Kendall has hit out against substantial "hidden incentives" paid to Australian financial services ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...