POWERED BY MOMENTUM MEDIA
ADVICE
Financial planning
Consumer group Choice is lobbying the Government to ban what it describes as "perverse incentives" paid to financial advisers that serve to make the advice consumers rece...
Financial planning
Professional Investment Services (PIS) chief executive Robbie Bennetts has emphasised the value of advice from financial planners, criticising scare campaigns from indust...
Financial planning
Plan B's acquisition of Strategic Financial Management has delivered a positive look to the Group's March quarter but underlying FUM has declined further....
Financial planning
New research confirms a one-size-fits-all remuneration model is not suited to the financial planning industry and that an hourly rate regime can promote inefficiency....
Financial planning
Taxation expert warns planners about conflicts of interest implications if they are involved in transferring retirement funds from overseas into products that generate co...
Financial planning
DAVID FOX takes a look at how the adviser’s role will be significantly different in the successful advice business of the future....
Financial planning
FUM falls across the board in 2008....
Financial planning
MATTHEW ESLER considers the role new financial advice technology is playing in shaping recruitment within the financial planning practice....
Financial planning
Difficult conditions hit boutique's FUMA....
Financial planning
Further acquisitions planned later in the year....
Financial planning
Industry funds claim commissions have more impact in bad markets....
Financial planning
Focus on the benefits that actually flow to clients from financial advice to combat the ‘compare the pair’ campaign....
Financial planning
Reports declining FUA but asserts positive profitability and positioning....
Financial planning
Declining markets hit Plan B FUMA but Affinity program gains traction....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...