POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Policy & Regulation
<b>Latest Edition:</b> The financial planning industry was recently caught off guard by last-minute Government changes to the FOFA legislation. The changes were reportedl...
Financial planning
Financial advisers have reacted angrily to continuing attacks on the industry by compensation lawyers who blame financial planners for negative market performance and enc...
Financial planning
The global financial crisis (GFC) acted as a catalyst for many financial planners to change their business models - something that has placed them in good stead as they d...
Financial planning
ISN chief executive David Whiteley declines to tell the AFA conference what industry fund advertising is actually costing....
Financial planning
The financial planning industry will once again buck the trend of the wider market and experience strong levels of hiring, largely due to attrition and experienced planne...
Financial planning
Angered by the Government's FOFA bill, financial planners have already begun lobbying the key independents in pursuit of crucial amendments....
Editorial
The current global economic uncertainty has resulted in many investors questioning the wisdom of some of their investment decisions. Michael Carrigan explores ways in whi...
Superannuation
The Stronger Super changes to SMSFs such as auditor registration were necessary....
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Funds management
AMP Bank has introduced upfront property valuations for mortgage brokers and financial planners submitting loan applications on behalf of their customers....
Policy & Regulation
Financial planners should have to clearly disclose the remuneration models of their research providers to clients, according to research house van Eyk's submission on dra...
Financial planning
The financial planning industry is in a state of flux - although arguably, regional planners have it a bit tougher in some areas, such as succession planning, financing a...
Financial planning
The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) has questioned the legitimacy of a television advertising blitz by industry superannu...
Financial planning
The choppy markets of the last few months have led to a 65 per cent rise in the usage of MLC's volatility toolkit since its launch in August....
Financial planning
Technology is playing an even bigger role in financial planning. New software developments have a good chance of achieving cost and administrative efficiencies ahead of u...
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...