POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
Numbers are in for 2024, with Wealth Data confirming how many advisers left during the calendar year and which business models saw the largest growth in terms of new lice...
Financial planning
New adviser and licensee relationships have helped Netwealth to expand its business pipeline in the latest quarter as it reports $4.5 billion in quarterly inflows....
Financial planning
With regional and rural suburbs exhibiting high spare capacity to invest, Money Management speaks to three regional advisers on the opportunities beyond the major cities ...
Financial planning
The Sydney-based advisory group has welcomed a new partner to its ranks, who previously led advice licensee businesses at Insignia Financial and MLC/NAB. ...
Financial planning
Learning to delegate authority and relinquish a hands-on approach is a critical step towards building a self-sustaining financial advice practice, says Assured Support....
Financial planning
Private wealth management company Stellan Capital has appointed a new chief executive, who brings over three decades of experience in the global financial services indust...
Features
With AMP advisers moving to Entireti and Insignia being the subject of a private equity bidding war, how can deals be navigated to ensure minimal stress and uncertainty f...
Financial planning
The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...
Financial planning
The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies. ...
Financial planning
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher....
Financial planning
More than 30 advisers fell off the FAR during the Christmas and New Year period, according to Wealth Data, with half of these coming from licensee giant Entireti....
Financial planning
As the year comes to an end, Money Management takes a look at the biggest announcements that shocked the financial advice industry in 2024....
Financial planning
As the year draws to a close, a new report has explored the key trends and areas of focus for financial advisers over the last 12 months....
Financial planning
A relevant provider has received a written direction from the Financial Services and Credit Panel after a superannuation rollover resulted in tax bill of over $200,000 fo...
Financial planning
Adviser Ratings shares five ways that financial advice changed in 2024 with an optimistic outlook for 2025, thanks to the Delivering Better Financial Outcomes legislation...
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...