POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISER
Financial planning
Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products....
People & Products
AXA’s Tasmanian dealership services manager Kate Stephenson has left the group to join Deloitte Financial Services....
Financial planning
Some investors are more willing to consider a fund’s ethical focus with financial performance a lesser priority when it comes to investing outside the family home accordi...
Superannuation
Zurich Financial Services has added an interactive e-mail component to its web site but has stated it will not use the service to provide advice or sell products. Superan...
Financial planning
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. ...
Financial planning
Consumer demand for quality financial advice will outstrip supply within five years, according to Zurich national manager, business development, Bob Ossey. Speaking at ...
Financial planning
A terminally ill man is suing Norwich Union Life Insurance and his financial adviser because Norwich terminated his near $1 million policy after discovering he had cancer...
Financial planning
All financial advisers need to manage their clients' emotions, expectations and economics - the 3Es. Once the 3Es are managed, the rest will fall into place. An invest...
Financial planning
The Labor Party will support the reforms outlined in CLERP 6 subject to a few amendments which will probably delay its introduction, says shadow minister for financial se...
Financial planning
Last month, a former Perth financial adviser was sentenced to the second longest jail term of any financial adviser in Australia when he was sentenced to 10 years behind ...
Financial planning
A WestpacTrust advertisement in New Zealand promising free advice from staff trained in savings and investment has angered many in the NZ financial planning industry....
Financial planning
Connelly Temple has been pulled up by the Australian Securities & Investments Commission (ASIC) over the wording of a brochure promoting its range of life in-surance prod...
Financial planning
Former Perth AMP financial adviser Anastasis Darcy Papas has been sentenced to 10 years jail on stealing and fraud charges totally $703,000....
Financial planning
The Australian Securities and Investments Commission (ASIC) is firing up its ef-forts to discourage investors from investing in dodgy tax driven investments....
Financial planning
The recent flurry of activity among Australia’s online brokers mirrors the price war which hit the US online broking market about three years ago. Stuart Engel examines a...
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....