POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISER
Financial planning
Product providers and financial advisers are going to be poles apart when it comes to the complexity of the service they provide: Stackpool....
Financial planning
Planners should work with referral partners to achieve the best business succession outcome, writes JON DE FRIES....
Editorial
Suncorp's profit for the 2008-09 financial year fell 40 per cent in what chairman John Story called a challenging year for the group....
Financial planning
With investors profiting from India's growth, the new political environment augurs well for the country's future prosperity, writes INDY SINGH....
Financial planning
PETER FORREST writes that successfully managing your clients’ cash flow will steal their hearts....
Financial planning
It is time to start putting Australia’s financial planning education regime into perspective so that new objectives can be pursued, writes RICK DI CRISTOFORO....
People & Products
AIA Australia has appointed Margaret Canavan as its group operations head, six years after she joined the risk insurer as a claims assessor....
Life/Risk
The Insurance Council of Australia has suggested the Government consider the introduction of a compensation fund as an adjunct to PI insurance....
Financial planning
A Queensland financial planner has used his submission to the Rippoll inquiry to question the motives and actions of industry superannuation funds in what he views as a "...
Editorial
Recent market volatility highlights the need for consistent client advice, writes Shane Pinkerton....
Financial planning
The term 'financial adviser' should be restricted to those who are regulated by the Australian Securities and Investments Commission....
Financial planning
Financial advisers are facing an ethical dilemma as they buckle under immense pressure from agribusiness investment scheme managers with large marketing budgets....
Financial planning
The NAB's acquisition of Aviva's wealth management business will make it the largest player in the field, justifying a close look by the Australian Competition and Consum...
Financial planning
Tim King discusses what financial services licensees should be ready for in compliance when a regulator comes knocking. ...
Financial planning
Boutique advice firm Align Financial has called on ASIC to ensure all clients of financial planners are provided with mandatory ongoing portfolio reviews....
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 ...