POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNERS
Financial planning
Paul Derham and Sonnie Bailey share a few mistakes they’ve seen financial planners make over the years and outline tips for saving time and money....
Editorial
The collapse of Storm Financial and Trio Capital are cited as the catalysts for strengthening the powers of the regulators via FOFA and Stronger Super, but as Mike Taylor...
Policy & Regulation
A surprisingly large response to a combined Association of Financial Advisers and Financial Services Council forum on the Future of Financial Advice changes indicates fin...
Financial planning
Life insurance and annuities have become far bigger parts of the revenue model for financial planners, according to the latest data compiled by Wealth Insights....
Financial planning
As the industry moves towards a fee-for-service model, financial advisers need to better understand their service costs per client and adopt scaled advice solutions to se...
Policy & Regulation
The Association of Financial Advisers tells its members it is time to move on with the new post-FOFA environment despite being wedged by the Govt and Industry Super Netwo...
Financial planning
Despite the largest institutions holding almost half the market share, the financial planning industry remains highly competitive, according to a report published by IBIS...
Financial planning
Even if financial planners don't agree with the findings of ASIC's recent shadow shopper survey, they should consider attending upcoming workshops addressing the findings...
Editorial
Financial planners should take heart that the Industry Super Network appears to have changed the 'messaging' contained in its television advertising....
Financial planning
Money Management's new iPad edition is out now, bringing you our best in news, features and commentary, as well as loads of exclusive content....
Financial planning
Although only a third of financial planners used annuities over the past year, demand for this product continues to grow, according to a survey released by Investment Tre...
Financial planning
More clients would prefer their planner picked up the phone, while two in five don't even perceive they use the services of a planner, according to a Leap of Faith survey...
Editorial
Having clients believe that placing money in bank deposits constitutes investing will have a detrimental effect on both the financial advice industry and the end consumer...
Editorial
If the comments section on the Money Management website is to be taken as a guide, then the Financial Planning Association continues to weather strong criticism over the ...
Financial planning
The Financial Planning Association (FPA) appears to be suffering a problem with member engagement, according to new research released by Wealth Insights....
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,...