Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNERS

Superannuation

The sad truth is that many clients will not be able to retire when they want to. Mike Taylor reports....

Financial planning

Advance Funds Management is seeking to enhance its market presence with the St George Bank-owned asset manager announcing a brand re-launch and plans to bolster relations...

Financial planning

Accountants and financial planners work in the same space but often don’t see eye to eye. Jason Spits finds out where the stumbling blocks are and what planners can do to...

Financial planning

THe Argyle Partnership partner Peter Bobbin says while the legal industry remains largely untapped as a referral source by financial planners, solicitors themselves make ...

Financial planning

When it comes to risk advice, matching up with an experienced life adviser is probably the way to go, says Mike Taylor....

Financial planning

Financial planners frequently form strategic alliances with other professionals. These relationships are often fairly loose, but there are many good reasons to make them ...

Financial planning

Strong and ongoing relationships between accountants and financial planners sounds like the stuff of fiction but some success stories can be found....

Financial planning

The Macquarie Group has stamped its name on this year's Assirt service level awards, taking out top place in both the funds management and platform categories after comin...

Financial planning

Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....

Financial planning

There is one major theme I want to canvass over the next few months – the chain of broken promises from financial planners, research houses, investment managers and the r...

Financial planning

Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....

Financial planning

Financial planning software provider IWL released VisiPlan version 5.8 last week and is already gearing up for version 5.9 – to be released in late October and include op...

Financial planning

Adviser Ratings, the group set up by David Child to rate financial planners, has dropped its upfront fee for an assessment....

Financial planning

Last week a senate committee released its recommendations on retirement income and as Freya Purnell writes politicians remain divided on the issue despite widespread indu...

Financial planning

AXA has launched a scheme to buy clients from financial planners and pass them on to new planners using buyer of last resort principles....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 day 6 hours 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 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks 1 day ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks 1 day ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 days 2 hours ago