POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Funds management
SFG Australia launches new managed discretionary account products into allied groups - Shadforth, Outlook and Western Pacific....
Financial planning
Iress Market Technology has gone live with its first deployment in the United Kingdom after launching its XPLAN advice platform with Sesame Bankhall Group....
Financial planning
A Melbourne-based financial adviser has hit a hurdle in his purchase of a large book of clients, with two of the fund managers involved in the purchase requesting confirm...
Financial planning
Independently-owned financial planning group Premium Wealth Management has entered into a strategic alliance with responsible investment solutions company The Emerald Clu...
Financial planning
ASIC has permanently banned Colin James Oberg from providing financial services after he withdrew over $1.55 million of client funds without permission....
People & Products
Leah Mallett has stepped into the role of head of advice programs for MLC business development....
Superannuation
SMSFs represent a significant growth opportunity for financial advisers, particularly for those who choose to specialise in the sector....
Editorial
Churn in the life/risk space remains a contentious issue, but as Col Fullagar explains, responsibility not only resides with advisers but also with the insurers and how t...
Financial planning
In the past six months, Macquarie Private Wealth has added 13 new financial advisers across six of its state offices as it continues to expand its national presence....
Financial planning
The Association of Financial Advisers has warned against going too far to address churn when it is not systemic, and only a few advisers are guilty....
Financial planning
BT's Mark Spiers says a letter from Count Financial CEO David Lane to Securitor and Magnitude advisers actually belittles the important role advisers play....
Financial planning
Rather than getting hung-up on fees, planners should focus on providing sound financial advice and adding value, says Custom Wealth Solutions chief executive Chris Appley...
Financial planning
Westpac/BT has outlined its new financial planning approach via BT Select while Count has moved to offer Securitor planners an alternative....
People & Products
AMP Financial Services has announced the appointment of Libby Roy as director of corporate superannuation....
Financial planning
Count chief executive David Lane has opened the door to Securitor planners he believes are feeling disenfranchised by the high sums paid to Count defectors....
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,...