POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISER
Financial planning
Griffin Financial Services director, Ray Griffin, says he has eschewed annuities since the 90s when rates became less favourable. He prefers to go direct to market to cre...
Financial planning
Macquarie’s financial educational and information service arm, Macquarie Digital, has made its service more accessible to the broader community with the launch of its own...
Financial planning
Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...
Funds management
The 2006 Money Management Rating the Raters survey asked for feedback from fund managers about their experiences and dealings with the seven of the main researchers in th...
Financial planning
Financial planners who want to attract and retain Australia’s most affluent clients will have to develop their expertise in giving charitable advice, a new study has foun...
Financial planning
Katherine Cramsie has been named the winner of this year’s Paraplanner of the Year Award, following her win as state finalist for New South Wales....
Financial planning
Mariner Financial has moved to boost sales of its equity release product by entering a strategic deal with three dealer groups to offer the products to clients, and launc...
Financial planning
Ian Thorpe is the fastest 200m and 400m free-styler on earth, yet he relies on a coach to help him make world records. Like Thorpie, we may be a specialist in a particula...
Financial planning
The Senior Australian Equity Release Association of Lenders (SEQUAL) was formed early last year in order to set voluntary codes of conduct for its member organisations – ...
Financial planning
A financial adviser who deliberately concealed a criminal past from two prospective employers has been permanently banned from providing financial services....
Financial planning
ASIC has imposed a permanent ban on Perth-based financial adviser Paula Dollas-Ford after the regulator found she included client signatures on documents without authoris...
Financial planning
Haintz Financial Services managing director and senior financial adviser David Haintz is a good example of the power of persistence. Highly commended for the Financial Pl...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....