POWERED BY MOMENTUM MEDIA
MONEY MANAGEMENT
Financial planning
Industry calls to develop more transparent fee structures in superannuation are fuelling demand for software companies to provide increased client information from admini...
Financial planning
AXA has defended its investment research team and Approved Product List construction in response to concerns raised by some Genesys Wealth Advisers about their quality an...
Financial planning
The ACCC has opposed NAB's bid for AXA Asia Pacific, choosing to instead back AMP....
Financial planning
Financial planners have been warned they risk failing recommended fiduciary requirements to act in their clients' best interests if they choose not to advise on margin le...
Financial planning
Financial planners are not doing enough to move their clients into level insurance premiums, resulting in higher costs for clients and higher profits for insurance compan...
Financial planning
Godfrey Pembroke has been unable to provide details of how a shift towards fee for advice payments will be achieved....
Financial planning
Financial planners need to stop fighting 'trench warfare' over different models of advice before it drives away consumers, according to the managing director of Snowball,...
Financial planning
Voting for this year’s BDM of the Year closes tomorrow - 9 April, 2010....
Financial planning
The Boutique Financial Planning Principals Group (BFPPG) has hit back at industry dismissals of the independence of advice as a question of perception rather than reality...
Editorial
It may have taken 10 years, but predictions that the platform market would shrink to a handful of providers have finally come true. Yet Jason Spits discovers that it's no...
Financial planning
PIS has retracted a number of advice authorities as part of a formal review aimed at reducing business risk....
Financial planning
PIS has signed a joint venture agreement that will give it entry to the cash management space....
Financial planning
The financial planning industry has been warned that the industry superannuation funds campaign against commission-based remuneration will not be ended if planning groups...
Financial planning
Financial planners have been reminded of the need to use appropriately experienced lawyers in estate planning scenarios....
Financial planning
ING-owned RI Advice Group has taken a 20 per cent stake in Ray Miles' new dealer group, Fortnum Financial Group....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...