POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
The AXA group has set itself an ambitious target to generate $1 billion worth of inflows into its new Generations master trust platform within 12 months....
Financial planning
How do you charge fees to your clients – upfront or ongoing? The value of your practice could double depending on how you charge for your advice, writes John Ellison....
Financial planning
IOOF will pay former AM Corporation management “the high end of the $12.6 million scale” of a funds under management retention deal struck when AM Corp was acquired by th...
Financial planning
Socially Responsible Investment in Australia has taken off with funds under management jumping by 41 per cent to $21.5 billion over the 12 months ending June 30....
Financial planning
If you think this Federal election is a fizzer, then consider this: if the Labor party manages to unseat the Government in less than two weeks time, you will no longer be...
Financial planning
Size is becoming increasingly irrelevant for financial advisers, who are shunning the big institutional fund managers in favour of boutique operations....
Financial planning
Merrill Lynch Investment Managers has made a play for the platform and advisory market, pitching a new fund offering quantitative investment techniques to the retail mark...
Financial planning
The Australian Democrats have indicated they will back a policy to ban commissions on compulsory superannuation guarantee (SG) contributions if it is shown financial advi...
Financial planning
The platform industry is underperforming in key areas of service delivery to financial advisers, including accuracy of reporting and processing, according to a damning ne...
Editorial
Money might not be gushing into individually managed accounts, but there are a range of providers that strongly believe in the sector. Kate Kachor spoke to some groups th...
Financial planning
Investors are more optimistic than financial advisers on future share market performance according to a joint Australian Investors Association and Adviser Ratings survey....
Financial planning
Aegis Equities Research has won a mandate to supply Sealcorp owned financial planning group Securitor with equities and property investment research....
Financial planning
The Australian Democrats have moved quickly to outline elements of their superannuation policy ahead of next month’s Federal election by announcing a five point plan whic...
Financial planning
With independence comes choice – and planners at Matrix Planning Solutions are enjoying both. Kate Kachor looks at their decision to go solo....
Financial planning
A recent court ruling has put the industry on notice that clients can be compensated for a lot more than money directly lost as a result of inappropriate advice, says Pau...
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...