POWERED BY MOMENTUM MEDIA
ADVISERS
Financial planning
A new television advertising campaign by Colonial First State that pokes fun at industry fees and service levels has left some financial advisers less than amused....
Financial planning
Downward pressure on fees in the industry continues with MLC and ING the latest heavyweights to signal better deals for consumers by both announcing a raft of changes to ...
Financial planning
Promina-owned dealer groups Cameron Walshe and Guardian Financial Planning are bracing themselves for possible adviser departures after the introduction of a new terms of...
Financial planning
MLC is counting the cost of an internal system error that has resulted in the overpayment of commissions to financial planners and could cost the group several million do...
Financial planning
A new report by the banking sector’s chief complaints body has found the number of disputes involving bank-based financial planners remains relatively low, despite a stea...
Financial planning
The giant $12 billion UniSuper fund has flexed its industry muscles, appointing six dealer groups to exclusively service its more than 380,000 members, but insisting advi...
Financial planning
Financial planners are being prevented from improving the quality of advice they provide and may have to drop some of their smaller clients because of an overwhelming com...
Financial planning
DKN Financial Group has linked up with BT Financial Group to offer a new investment platform to its network of advisers....
Rate the raters
The second annual Rate the Risk Raters survey reinforces the growing role of risk researchers, but not everyone is happy. LIAM EGAN reports....
Financial planning
Capstone Financial Planning has continued its push to establish a national financial planning presence with the opening of a Brisbane office....
Financial planning
Risk advisers can benefit from using research. But as Ross Kelly discovers, that’s not where the story ends....
Financial planning
Term allocated pensions may be the new kid on the block, but advisers should be wary of potential pitfalls, writes Ross Kelly....
Financial planning
Melbourne-based boutique dealer Financial Partnership wants its planners to feel they have a say in the business, something it believes is sorely lacking elsewhere. John ...
Financial planning
The platform industry is underperforming in key areas of service delivery to financial advisers, including accuracy of reporting and processing, according to a damning ne...
Financial planning
Investors are more optimistic than financial advisers on future share market performance according to a joint Australian Investors Association and Adviser Ratings survey....
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,...