POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Financial planning
The Financial Planning Association (FPA) appears to be suffering a problem with member engagement, according to new research released by Wealth Insights....
Funds management
Despite many investors' negative experience during the GFC, Australian Unity's Mark Pratt and Cameron Dickman say property fits the gap needed to create an income stream ...
Financial planning
The Financial Planning Standards Board has praised its member organisation, the Financial Planning Association, for its efforts in negotiating some of the key legislative...
Policy & Regulation
The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....
Financial planning
Planners believe that on average a financial planning practice is worth between two and three times recurring revenue - with smaller practices far more popular, according...
Superannuation
New research confirms that financial advisers can make a difference in achieving comfortable retirement....
Superannuation
Financial planners have estimated a third of their clients were not on track to achieving a comfortable retirement, according to a survey released by Investment Trends....
Financial planning
Financial planner and client sentiment improved marginally in February but remains very fragile amid the expectation of bad news, according to the latest research conduct...
Financial planning
The trial financial advice arrangement between major planning groups and AustralianSuper is set to be strengthened with an informal breakfast aimed at non-senior advisers...
Financial planning
Entries are now open for best advertising campaign, best marketing team and young achiever of the year categories as part of Money Management's Fund Manager of the Year A...
Superannuation
Blended families create unique challenges and need a new approach when planning super death benefits, according to two SPAA advisers....
Financial planning
Money Management's BDM of the Year finalists have been announced and financial planners have now been invited to vote for the winner....
Policy & Regulation
The FPA's code of conduct will not be the only approach considered by ASIC, with the Association of Financial Advisers's principles of practice also ready for implementat...
Superannuation
Written complaints to the Superannuation Complaints Tribunal about industry funds increased by 25 per cent last year, while complaints about retail funds decreased slight...
Editorial
Financial planners should strongly welcome the delayed implementation of FOFA because shortly after its introduction will be the next Federal Election....
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...