POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Financial planning
Palandri Investment Management is continuing to use financial planners for the distribution of its managed investment schemes, despite the recent bad publicity surroundin...
Financial planning
As market conditions continue to fluctuate and financial planners feel the pressure, a positioning strategy paves the way for strong growth. Chris Dionne talks to Melinda...
Financial planning
The Financial Planners Federation of Australia (FPFA), a new industry group formed in January, has warned financial planners of being influenced by conflicts of interest ...
Financial planning
Back-office software provider Advent has pulled out of the Australian market and closed its Melbourne office....
Financial planning
The Association of Independently Owned Financial Planners (AIOFP) has released a position paper slamming the industry over conflicts of interest and calling for greater l...
Financial planning
The Australian Securities and Investments Commission (ASIC) and van Eyk Research will meet with financial planners in Sydney later this month to combat perceived bad perc...
Financial planning
Independent ratings company Adviser Ratings has found that almost a third of financial planners have noticed a change in business volume since the release of the Australi...
Financial planning
The International Organisation for Standardisation (ISO) is a step closer to introducing an international standard for financial planning to Australia that would require ...
Financial planning
A restricted definition for the terms ‘financial planner’ and ‘financial adviser’ would protect consumers from shonky operators pretending to be financial planners, accor...
Financial planning
Guardian Financial Planning was created as a haven for risk-based advisers in the face of the Financial Services Reform Act (FSRA) and, as Simon Segal writes, the group h...
Financial planning
Women as a target market is an obvious choice, but, as Jason Spits writes, what sets them apart is what financial advisers should be looking at....
Financial planning
MoneyWise has targetted its own market by dealing solely with Flight Centre employees. Craig Phillips reports....
Financial planning
The complexity of financial planning has become a burden, however, as Prue Moodie writes, one suggestion may provide the answer, though it may not be warmly received....
Financial planning
The resources committed to practice management have been considerable, with small and large dealer groups addressing the issue in different ways. But as Peter Dawson expl...
Financial planning
Ex-head of financial services at St George Bank, Paul Kofod, will join Commonwealth Bank as Head of Private Banking....
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,...