POWERED BY MOMENTUM MEDIA
ADVICE
People & Products
Evergreen Consultants has launched a responsible investment questionnaire that advisers can use to help clients understand their beliefs and select RI products for their ...
Financial planning
It is up to the financial advice industry to educate consumers on the value of financial advice and the help they can provide, particularly during times of insurance clai...
Financial planning
There are many options within financial services that utilise the skills of a financial planner and advisers should not lose hope if they are deciding whether to leave th...
People & Products
Macquarie has expanded its Virtual Adviser Network (VAN) program to support the next generation of advice firms, with tailored coaching and a collaborative network to dri...
Financial planning
Complaints about inappropriate advice have more than halved in the last financial year, according to the Australian Financial Complaints Authority, while those about fail...
Financial planning
After losing 126 advisers last week, the advice industry has recorded 117 appointments and 115 losses for a net gain of two advisers this week....
Financial planning
Australian advisers are experiencing fewer difficulties when it comes to acquiring new assets or new clients, compared to global peers, with firms expecting to take on ei...
People & Products
AMP has appointed Lisa Sorgini as general manager for wealth distribution, working on strengthening the firm’s relationship with financial advisers....
Financial planning
Despite ‘adviser exodus’ commentary, now is a good time to start a financial advice practice because there are more referral partners looking for an adviser, says the fou...
SMSF
Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment...
Financial planning
Companies looking to make acquisitions of financial advice firms are seeking those which have specialisations or a positive business culture rather than just a large clie...
Financial planning
The only way to address Australia’s advice gap and meet the challenges raised by the Quality of Advice Review is through greater use of technology in financial advice, ac...
Financial planning
Five issues have been highlighted by the financial advice organisations as priorities for the Quality of Advice Review to improve....
Financial planning
Pendal has launched a campaign showing the role that advisers play in driving responsible investing, told through the stories of seven advisers....
Financial planning
The Australian financial advice industry needs to demonstrate to overseas insurers that it has improved as firms are expressing concern about insuring advisers or large d...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...