POWERED BY MOMENTUM MEDIA
PLANNERS
Financial planning
Unified Healthcare Group has announced a new technology with the potential to reduce the cycle time for the collection of medical reports for applications submitted by pl...
Financial planning
Separately managed accounts (SMAs) play a greater role with planners who recommend them, but the adoption rate appears very slow, according to the new report by Investmen...
Financial planning
Across an average planner's client base, there is about $3.2 million sitting in cash that would have otherwise been invested in growth assets, but hasn’t been due to mark...
Financial planning
The push to achieve professionalism in financial planning needs to go beyond planners to include all participants in the industry, according to general manager of advice ...
Financial planning
Capital protected products, which received a boost amid the uncertainty of the global financial crisis, are now being shunned by financial planners as too expensive and i...
Financial planning
The Institute of Public Accountants has spoken out in favour of the Government's Future of Financial Advice (FOFA) reforms, arguing that the financial planning industry s...
Financial planning
New research reveals many financial planners question the effectiveness of ASIC in doing its job....
Financial planning
AMP wants to retain the best talent, and believes few AXA planners will notice any change from the merger between the two companies....
Editorial
Scott Machin explains how scoped advice is bringing financial advice within the reach of all Australians....
Superannuation
The number of SMSFs borrowing to invest has more than doubled in the past two years, with property by far the most popular geared investment for trustees....
Financial planning
Future2 charitable foundation named as official charity for FPA conference....
Superannuation
SMSFs have emerged as an important revenue stream for planners and planning industry support services....
Financial planning
Australian financial adviser sentiment is slowly recovering after a volatile couple of years....
Financial planning
Planning practices should not simply acquire C and D client books from other practices if they are looking to expand, according to the managing director of Encore Group, ...
Financial planning
AMP has officially opened its new walk-in financial planning centre in the heart of Parramatta’s business district, with 16 of a maximum 20 possible planners alread...
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,...