POWERED BY MOMENTUM MEDIA
PLANNERS
Superannuation
Women are increasingly becoming disengaged from their superannuation, placing an onus on planners to start a dialogue about the issue in client consultations, a planner b...
Financial planning
Planners have rejected mainstream broad cap managers clustered around the benchmark opting for a mix of passive investments and specialist active managers....
Financial planning
Planning practice acquistions have been boosted by the entrance of more lenders with planners taking advantage of stable prices....
Financial planning
Planners are pushing record sums of new client money into listed investments, research shows....
Financial planning
No-one likes a surprise when wrestling with tax and superannuation, and financial planners heading towards the end of financial year seem primed on what is about to chang...
Financial planning
Despite the best intentions, the FOFA reforms constrained quality advice and left little wriggle room for planners wanting to expand their experience, writes Rob Caprioli...
Financial planning
While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...
Financial planning
Centrepoint Alliance to assist planners gain their own licence and secure PI cover ...
Financial planning
The rise of online and commoditised advice will expose more people to financial planning rather than shift them away from it. ...
Financial planning
A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....
Financial planning
The avalanche of financial planning changes in the last year has left institutions with more orphan clients than real clients, a veteran adviser believes. ...
Financial planning
Convenience of cloud storage overlooks need to keep client files secure....
Financial planning
Investment administration services provider Powerwrap has passed $1 billion in funds on the platform, with its broker concierge service contributing a significant portion...
Financial planning
New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...
Funds management
Uncertainty around fixed interest assets and interest rates has kept planners from moving back into the asset class. ...
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...