POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....
Financial planning
The Australian Securities and Investments Commission (ASIC) has moved to ease pressure on it following a rush of Australian Financial Services (AFS) licence applications ...
Financial planning
The Association of Financial Advisers (AFA) officially launched its new professional designations yesterday at the AFA National Conference in Queensland....
Life/Risk
The former chairman of the Australian Securities and Investments Commission, Alan Cameron has been appointed to head up a Federal Government review of the Insurance Contr...
Financial planning
The Norwich Union owned Navigator platform is set to incorporate straight through processing (STP) throughout its operations, to the benefit of the 3,500 financial advise...
Financial planning
Some financial planners are moving into risk insurance, an area historically occupied by life agents. Craig Phillips looks at some of the drawbacks of such a move....
Financial planning
Risk insurance has been on the ropes for some time but it is far from down and out. In fact many in the game would contend the market must improve as it has no other opti...
People & Products
Morningstar has finally appointed a head of research for its Australian business after nine months of searching for an appropriate candidate following the sacking of form...
Financial planning
The Association of Financial Advisers (AFA) has reacted to industry criticism of the findings of the Joint Parliamentary Committee on Corporations and Financial Services ...
Life/Risk
Software and information supplier Investment Data Technologies (IDT) will now offer general insurance research, quotation and electronic policy fulfilment capabilities as...
Financial planning
The Australian Investors’ Association (AIA) and Adviser Ratings August survey of investor and adviser sentiment has flagged a positive shift in mood regarding the Austral...
Financial planning
The consensus of thought on the current crisis of adviser credibility in financial planning seems to be “sit tight and ride out the storm”. But is it enough? Keith Peel r...
Financial planning
Morningstar will offer its proprietary Select Equity research on US stocks in the Australian market, allowing funds managers to test their in-house stock rankings and adv...
Life/Risk
The Association of Financial Advisers (AFA) have hit out at comments by the Australian Consumers’ Association (ACA) financial services senior policy officer Catherine Wol...
Financial planning
Recent legislation is set to revamp the South African financial planning industry. Craig Phillips reports....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...