POWERED BY MOMENTUM MEDIA
ADVISERS
Financial planning
Financial advisers spend almost 20 per cent of their time bogged down in administration with an average planner only affording 10 per cent of his/her working day to sourc...
Editorial
Web Abstract long compulsory...
Financial planning
Web Abstract long compulsory...
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Financial planning
Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....
Financial planning
Model portfolios have been positioned as the tool advisers use to allocate assets and create investment scenarios for clients but are they a reliable replacement for doin...
Financial planning
Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....
Financial planning
Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....
Financial planning
Aviva is offering financial support to dealer groups seeking to gain their own Australian Financial Services Licence (AFSL) and states it has now helped secure over 50 AF...
Financial planning
ING-owned RetireInvest has created a more equitable dealer split model for its advisers by abandoning its incremental revenue sharing structure in place of an arrangement...
Financial planning
Personal service for advisers and clients is only one of the hallmarks of Australian Investment & Financial Planners. Craig Phillips reports....
Financial planning
Madison Financial Group may be smaller in adviser numbers, but bigger is not always better as Ross Kelly discovers....
Financial planning
If confirmation of the ‘cleansing’ nature of recent regulatory and legislative changes was needed then this year’s Top 100 Dealer Groups will provide clear evidence with ...
Financial planning
Zurich Financial Services Australia is launching new client-focused risk tools aimed at supporting advisers as part of its broader push into the Australian life risk mark...
Financial planning
For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...