Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Financial planning
Planner loyalty to platforms is being tested by fees and the freedom for planners to choose their own platform with two banks continuing to dominate the space...
Financial planning
Brisbane-based planning chief executive argues institutionally-aligned advisers need to question their roles....
Financial planning
High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....
Financial planning
Clients of financial planners are not interested in volatility or risk but the level of loss they may face from the advice they receive....
Financial planning
Issues arising from vertical integration are not to blame for waning trust in financial advisers, with the erosion of professional values a more likely culprit, a Deloitt...
Editorial
Managed accounts have taken years to bloom, as Jason Spits writes, the large players have been waiting to pounce....
Financial planning
Centrepoint Alliance has set up an third financial planning group to operate alongside PIS and AAP launching the group at the start of the current financial year....
Financial planning
Licensees operating under AAP dealer services model will be offered succession planning, acquisition funding and client book purchasing support as part of a suite of new ...
Financial planning
Fortnum Financial Group is set to become one of Australia’s largest independently owned AFSLs, after completing the purchase of ANZ’s 20 per cent stake in the company....
Policy & Regulation
New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....
Top 100
Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...
Financial planning
Telstra Super Financial Planning has the most valuable financial planners in the corporate and industry super arena with high levels of funds under advice and funds under...
Financial planning
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
Top 100
Media reports suggesting AMP and the big four banks own 80 per cent of financial planners are incorrect with their actual ‘ownership’ levels of financial planners below 6...
The number of SMSFs set up by accountants has fallen 20 per cent in the last two years according to research conducted by Investment Trends....
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...