Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
Life/risk advisers are bracing themselves for ASIC to issue a tough analysis of churn and lapse rates....
Financial planning
A register of financial advisers with their qualifications and experience will not be enough to determine whether they are trustworthy financial planners or not, accordin...
People & Products
Anne Fuchs has moved to the newly-created role of Chief Commercial Officer within the AFA....
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
A former Clinton Administration adviser will be part of the independent expert panel reviewing Commonwealth Bank’s Open Advice Review program....
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
Given a decade of generally bad publicity for the financial planning sector, it is a wonder that planner numbers have not seriously declined....
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
TFS rewards Countplus with a further planning network growth and the taking of strategic stakes in member practices....
Financial planning
Australian Unity planning chief executive points to adviser backlash against vertical integration....
Policy & Regulation
New research suggests bank-aligned planning groups might suffer if consumers become fully aware of their parentage....
Financial planning
Professional services firm ILH Group grateful for performance of its wealth management acquistion....
Financial planning
Nearly 50 per cent of financial advisers access PI insurance through one of three insurers with CGU supplying nearly a quarter of planners with PI cover....
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...