POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Editorial
Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....
Financial planning
Cyre Trilogy has resorted to contacting financial planners to try and force APGF to hand over the register for one of a number of trusts the pair have been battling over....
Financial planning
Financial adviser caution generated by the global financial crisis and its continuing aftermath has served to disguise a general shift away from managed funds, according ...
Superannuation
Macquarie Adviser Services has enhanced its product offering for SMSFs, introducing an upgrade to the functionality of its term deposits....
Financial planning
The importance of LinkedIn as a lead-generation tool has been highlighted in a recent survey of American financial advisers....
Editorial
While the industry has given a broad welcome to the limited licensing regime, accountants will need to be subjected to the same scrutiny as financial planners, writes Mik...
Financial planning
An Avenue Capital Management firm has rebranded as MC2 Wealth under its new licensee, IOOF's Lonsdale Financial Group....
Editorial
Mike Taylor writes that the existence of large payments and the perception that a sales culture continues to exist in the financial planning space represents a dangerous ...
Financial planning
Women need financial advice, and the financial planning industry needs more women, writes AMP Horizons Academy's Tim Steele....
Financial planning
Financial planner sentiment has shown little recovery so far in 2012, with planners remaining deeply cautious amid continuing bad news out of the Eurozone and uncertainty...
Financial planning
Challenger is set to launch a new advertising campaign targeted at financial planners which will focus on the 'do nots' of asset allocation for retirees....
Policy & Regulation
Russell Investments head of advice capability John Nolan says multi-manager funds will avoid inevitable complaints under FOFA's 'best interest' duty....
Financial planning
Despite the rise of direct channels, financial planners are better poised to engage customers about life insurance, according to industry executives....
Financial planning
A new firm has emerged in the financial planning space offering what it describes as a flexible loan-writing solution for financial advisers....
Financial planning
Financial services identity Arthur Naoumidis has brought a new offering to the financial planning market - DomaCom....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...