POWERED BY MOMENTUM MEDIA
ADVICE
Financial planning
AFCA has told the Senate economics committee that alleged losses from Dixon Advisory clients are an estimated $458 million while outlining the concerns it is observing in...
Financial planning
A Victorian financial adviser at Financiallink Group, Pamela Anderson, has seen her two-year ban from providing financial services for two years affirmed by the AAT....
Financial planning
Insignia is to launch a partnership ownership model for self-employed licensees within months, known as Advice Services Co, as it seeks to become Australia’s largest advi...
Funds management
AMP has announced the progress of its Advice transformation as advice net profit after tax has more than halved from a loss of $146 million a year ago....
Financial planning
A survey by Netwealth has detailed the factors that women value when it comes to selecting a financial adviser and where advisers have room for improvement....
People & Products
The firm is set to launch its Adviser Portal in the first half of the year and has worked with a group of advisers to determine how the service can best support them. ...
Expert Analysis
Given the volatility in domestic and international markets, Australian retail investors can be forgiven for becoming a bit emotional about their portfolios, writes Greg B...
Financial planning
Financial advice technology provider Asendium believes paraplanners are the key to unlocking growth and efficiency for the Australian advice sector....
Financial planning
The independent chair of the QOA Review has called for the removal of 'onerous' ongoing fee disclosure obligations....
Financial planning
In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....
Financial planning
With more financial advisers exiting and rising costs creating greater inaccessibility, Michelle Levy recommends digital advice as a tool to improve access and efficiency...
Financial planning
Praemium CEO, Anthony Wamsteker, is confident banks and super funds won’t be able to get away with poor or conflicted financial advice despite Quality of Advice recommend...
Financial planning
With client expectations and concerns about climate change driving ESG investing, advisers must seize opportunities in this space, an adviser has insisted....
Financial planning
Former FSC chief executive, John Brogden, has stated his “greatest concerns have been realised” around advice accessibility, cautioning the QOA review needs bold ambition...
Financial planning
Despite changes enforced by the Hayne Royal Commission, the current prescriptive model has detrimentally affected the quality of advice provided to consumers, according t...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...