Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
DomaCom has signed a third national dealer group to its Foundation Partner program, which has now signed a total of 11 AFSLs that advise on a total of $3 billion....
Financial planning
Sonnie Bailey explores some of the sources of regulation which extend beyond what financial planners may think of as ‘regulation’, in the narrow sense of the term....
Financial planning
IRESS will continue to supply financial planning software to National Australia Bank's advice channels under a renewed multi-year agreement....
Financial planning
People who want financial advice are looking for stability and security - which is exactly what bank-aligned planners can provide them with, according to Hunts' Group dir...
Financial planning
The Financial Planning Association (FPA) has reported a considerable number of individuals accessing its new consumer website....
Financial planning
Participants of a Money Management roundtable agree there are too many part-time financial planners living off large books of trailing commissions....
Financial planning
Melbourne-based financial planning business FMD Financial has acquired two advisory firms - Investwell Financial Planning and Financial Lifestyle Managers....
Financial planning
For those unable to commit to the full-time 10-week program, AMP has launched a part-time paid financial planning training course to provide individuals with a flexible p...
Life/Risk
The Financial Services Council has received support from the Australian Securities and Investments Commission for its new framework aimed at reducing churning in life/ris...
Financial planning
The rise of scaled advice and fee-for-service models ahead of the start of the Future of Financial Advice legislation has made the need to lower advice costs even more im...
Editorial
The approach ASIC has signaled it will adopt to scaled advice and the best interests duty is a welcome development for financial planning industry....
Editorial
Countplus has reported a net profit after tax of $11.31 million for the 2011-12 financial year - down 12.2 per cent on the previous period....
Financial planning
Some authorised representatives of banned licensee Morrison Carr claim ASIC did not notify them as soon as the dealer group's licence was cancelled, leaving them practisi...
Financial planning
Fledgling financial planning software developers may be able to utilise an advertising funding model to stake a claim in the market....
Financial planning
John Hewison believes the financial planning industry cannot move much forward until the link between product and advice is broken....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...