POWERED BY MOMENTUM MEDIA
COMMISSIONS
Financial planning
A Sydney financial planner who has worked with former clients of Storm Financial in recent months has pointed to an aggressive sales culture within the failed group, incl...
Financial planning
A growing number of enquiries from planners dissatisfied with the institution's percentage-based fee model has prompted dealer group/accountant firm MCA Financial Planner...
Editorial
The focus on fee levels in financial services and investment risks missing the structural flaws and distorting incentives that are also troubling these industries....
Financial planning
While the financial planning industry continues to air its dirty laundry in public, a groundswell of do-it-yourself investors continues to build, and they are rapidly see...
Financial planning
In an environment where financial planners are under increasing pressure to justify to clients their fees and commissions, the pricing model employed by Commonwealth Fina...
Financial planning
Estate planning may not be the exclusive domain of the financial planner, but there are tremendous opportunities for them to play a leadership role. CORRINA JACK reports....
Financial planning
It is the role of public servants to implement the policy determined by elected governments. That does not mean the public servants are not entitled to differing views, i...
Financial planning
Unprofessional advice can be put down to inadequate training, poor supervision, product complexity, ineffective research, product biases and association rather than remun...
People & Products
Colin Woods has taken up the role of general manager, MLC sales, taking on the portfolio previously managed by Peter Greenaway, who will remain with the group....
Financial planning
Squabbling on the part of groups of financial planners is serving to undermine the broader interests of the financial planning industry, according to the chief executive ...
Financial planning
The impact of the global financial crisis appears to have slowed a push by one of Australia's biggest publishing houses, Fairfax, into the online managed funds space....
Financial planning
If the financial planning industry is to be placed under the media microscope, those controlling the focus should be obliged to declare their interests. There is nothing ...
Financial planning
A man convicted of aiding and abetting in the illegal early release of superannuation has received a suspended sentence in the New South Wales District Court....
Editorial
It ought come as no surprise to most Australian financial planners that they have an image problem and that they represent an easy target for what was once known as the ‘...
Financial planning
The Federal Government's move to allow superannuation funds to provide advice to members has served to unite the financial planning industry in voicing its opposition....
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...