POWERED BY MOMENTUM MEDIA
ADVISERS
Financial planning
Almost seven years ago Robbie Bennetts met with the founding accountants and financial planners who were to become the first advisers within Professional Investment Servi...
Financial planning
PremiumChoice platform is set to target Western and South Australia in a bid to expand the number of dealer groups using its services by 30 per cent over the next 12 mont...
Financial planning
The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...
Financial planning
Dealer group Associated Planners (AP) has launched a succession planning service to advisers - the AP Partnership program - to assist it in attracting new blood to the gr...
Superannuation
RetireInvest is on the up and up – and they want you....
Financial planning
Sealcorp-owned advisory groups Securitor and Pact will rebate 100 per cent of client fees paid by cheque to the groups back to advisers, creating a fee for service model ...
Financial planning
St George Bank branches have begun to refer financial planning clients to advisers within the Securitor dealer group in rural areas where clients have no access to salari...
Financial planning
Perpetual Personal Financial Services, the wealth management division of Perpetual Trustees, has retrenched 51 staff including a small number of advisers in what it says ...
Financial planning
While the pay may be less than spectacular, paraplanning is set to become a career in its own right. Ben Abbott reports....
Financial planning
Madison Financial Group might be small, but it knows where it’s headed. Kate Kachor reports....
Financial planning
Macquarie Portfolio Services will launch its own version of a low cost platform in August which will offer minimum investment levels of only $2000 to access the platform....
Financial planning
Research conducted by the Australian Stock Exchange (ASX) has found that managed funds are still the leading investment vehicle for advisers despite the fact that many ar...
Financial planning
Platform provider Oasis has built what it claims is the industry’s first free software product - a new Internet-based straight through processing (STP) adviser desktop sy...
Financial planning
We all know the 80/20 rule which says the top 20 per cent of our clients give us 80 per cent of our profits....
Financial planning
Investment Data Technologies (IDT) has constructed a new free tool for financial advisers to assist them in choosing the optimum software for their businesses rather than...
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 ...