POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Financial planning
The dealer group has launched a new 'self-employed' model in which planners have management rights over their businesses, but not overall ownership of clients, a model Ti...
Financial planning
The FPA's submission to the PJC has called for tough credentialing before people can call themselves financial planners in a move aimed at further developing a profession...
Financial planning
The FPA chief executive and chair have written to the parliamentarians reviewing financial services urging a restoration of confidence in planning....
Financial planning
Financial planners should be able to access the same class relief as superannuation trustees when providing limited, infra-fund advice, according to the chief executive o...
Financial planning
Fees will be decided by industry competition, up to regulator to promote competition....
Financial planning
Client communication is the most critical determinant in achieving client loyalty and satisfaction, but research shows it is still being neglected by planners, according ...
Financial planning
While some advisers may feel they don't have the skills to deal with estate planning, investment bonds allow them to offer an estate planning strategy within their existi...
Financial planning
A growing number of enquiries from planners dissatisfied with the institution's percentage-based fee model has prompted dealer group/accountant firm MCA Financial Planner...
Financial planning
The degree to which superannuation funds comply with the regulatory constraints surrounding the new intra-fund advice regime will rely on how closely they are watched by ...
Financial planning
Can be cheaper for planning practice, but confidentiality biggest concern....
Financial planning
In an environment where financial planners are under increasing pressure to justify to clients their fees and commissions, the pricing model employed by Commonwealth Fina...
Financial planning
Few financial planners appear to be fully embracing the Financial Planning Association's latest short-form Statement of Advice sample despite high praise for the FPA lead...
Financial planning
Aims to expand its reach into Asian wealth management firms and private banks....
Life/Risk
WriteAway to manage new cases through to policy completion within 20 to 30 minutes....
Financial planning
Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...