POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
Financial planners have continued to steer clear of growth assets while more than doubling their portfolio allocation to term deposits in the past year....
Financial planning
Specialist financial services technology provider Omnium announced this week it had made all its iPhone and Android applications for life insurance comparisons free....
Financial planning
Provisio has forecast that the demand for online financial advice technologies is set to surge as the industry grapples with ways to lower the cost of delivering advice i...
Financial planning
ASIC has been placed on notice to adopt a more independent stance in the wake of the regulator having presented a Parliamentary Joint Committee (PJC) with preliminary dat...
Financial planning
BetaShares has appointed University of New South Wales lecturer Dr Tony Rumble as head of portfolio construction....
Financial planning
ASIC has been placed on notice to adopt a more independent stance in the wake of the regulator having presented a Parliamentary Joint Committee (PJC) with preliminary dat...
Financial planning
BetaShares has appointed University of New South Wales lecturer Dr Tony Rumble as head of portfolio construction....
Financial planning
OnePath has launched an online application called OneView Life, which allows advisers to see client and policy information for their inforce books in real time....
Financial planning
OnePath has launched an online application called OneView Life, which allows advisers to see client and policy information for their inforce books in real time....
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Financial planning
Financial planning dealer groups will need to deliver greater value for money in their product and service offerings in order to stay competitive in a new legislative env...
Policy & Regulation
The Association of Financial Advisers (AFA) believes the weight of evidence presented to the PJC is enough to get FOFA back on track....
Policy & Regulation
The servicing of A and B clients will dominate and financial planners will be kidding themselves if they believe they can adequately service unduly large client books in ...
Financial planning
Bryan Ashenden tries to find a resemblance between the changes FOFA will bring to the financial advice industry and Charles Darwin’s Theory of Evolution....
Editorial
2012 will be the year of the savvy consumer - and the financial services industry is preparing for this new trend, writes Jim Minto....
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,...