Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
INDEPENDENT FINANCIAL ADVISERS
Superannuation
The SMSF Professionals' Association of Australia (SPAA) has signed up to a UN committee that supports approximately 300,000 advisers globally....
Financial planning
Finance and investment administration provider Wealthtrac has launched a back-office administration service for boutique advisory firms....
Financial planning
Macquarie Financial Planning Software has launched a new online solution and upgraded its product set....
Editorial
While FOFA and a number of other factors have seen many planners moving under the umbrellas of the major banks and institutions, the independent financial advice sector i...
Financial planning
BT chief Brad Cooper outlines growth push based on financial planner alignment and product quality....
Financial planning
Risk product features have become one of the top drivers of satisfaction among independent financial advisers, according to the 2012 Macquarie Life Satisfaction Survey....
Life/Risk
ClearView has posted positive results for the 2011/2012 financial year after extending its reach into the life insurance and wealth management markets....
Financial planning
ANZ's Paul Barrett says educating consumers is the key to growing adviser credibility....
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
People & Products
ClearView has appointed Tony Smith state manager of Queensland and Tony Schiavello state manager of Victoria and Tasmania to take charge of promoting the company's life a...
Life/Risk
The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...
Financial planning
Asteron Life has released what it describes as a more comprehensive life insurance package for the independent financial adviser sector....
Funds management
The Bank of Melbourne is offering a wealth management review to its general banking clients...
Financial planning
Omniwealth has launched a new dealer group website aimed at promoting its best of breed services to its independent financial adviser network....
Superannuation
A new superannuation and investment wrap from ClearView will be able to link insurance cover both in and outside of superannuation....
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?...