Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FUTURE OF FINANCIAL ADVICE
Financial planning
Industry united in sending a single message to the Government on financial services – end the uncertainty....
Financial planning
Mid-tier dealer groups have turned in a mixed performance over the last 12 months as some grew faster than the more established players in the market, while others have l...
Financial planning
Sales remains a dominant factor in financial planning recruitment, according to both recruitment experts and research undertaken by Money Management into the core criteri...
Editorial
Andrew Bailo takes a look at the issues arising from the Future of Financial Advice reforms, and concludes that the harmful changes outweigh the beneficial ones....
People & Products
Australian Unity Investments (AUI) has created a new position within its business development team, appointing Simon Reed as national adviser solutions manager....
Rate the raters
In Money Management’s annual Rate the Raters survey, Lonsec came out at the top of the pack, with Standard & Poor’s close behind. Ashleigh McIntyre analyses the results....
Financial planning
Financial planning software provider IRESS has announced its next update of Xplan will include new 'opt-in' capabilities for advisers as part of the practice management f...
Financial planning
Platform provider Praemium has launched a new insurance offering through its SMARTwrap and V-Wrap platforms, signing TAL as the underlying insurer....
Financial planning
The Financial Planning Association (FPA) has indicated it will open discussions with Treasury about whether some platforms should be regarded as pure administration tools...
Policy & Regulation
The Financial Planning Association (FPA) has called on the Federal Government to reconsider its proposed ban on life insurance commissions within superannuation, saying i...
Policy & Regulation
Count Financial will apply to become the investor-directed portfolio services operator and registrable superannuation entity with respect to its strategic platform offeri...
Policy & Regulation
Money Management wants to know how you feel about the proposed FOFA changes....
Life/Risk
The recent natural disasters have highlighted the importance of insurance but, as Janine Mace discovers, the industry has a lot to do to tackle the underinsurance issue....
Financial planning
Tower chief executive Jim Minto urges industry to be proactive in developing a model acceptable to Government....
Financial planning
The financial planning industry loses almost as many advisers as it gains each year, which explains the slow growth in adviser numbers over the past decade, according to ...
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?...