POWERED BY MOMENTUM MEDIA
ROY MORGAN
Financial planning
New Roy Morgan research has confirmed that up to half of planning clients are out of touch with their planners....
Superannuation
New Roy Morgan research has confirmed Australians are ill-prepared for retirement - but those who have obtained advice are better placed than most....
Financial planning
New Roy Morgan Research reveals the degree to which industry funds have gained an edge in the minds of members....
Editorial
Although the negative perception that consumers have of financial planners is largely due to the rhetoric of Industry Super Network, the planning industry must continue t...
Financial planning
New research confirms that those who have used an adviser trust them and respect their outcomes....
Financial planning
The high cost of advice, driven up by regulatory barriers, is the main reason Australians are not seeking advice, according to Financial Planning Association chief execut...
Financial planning
AFA president Jim Taggart has attacked the millions of dollars expended by industry funds in attacking advisers....
Financial planning
New research reveals low public regard for financial planners as trusted professionals....
Financial planning
Consumers are confused about what represents planner independence - and so too are some planners....
Financial planning
The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placin...
Financial planning
Satisfaction with financial planner's super advice below market average....
Financial planning
Paul Resnik and Dan Ratner share their different industry experiences to present this insight into the future of financial planning....
Financial planning
Super switchers are failing to get financial advice but most have very low account balances and are migrating to industry funds....
Financial planning
New research reveals shift in wealth patterns, with managed funds emerging as the preferred destination....
Financial planning
November figures reflect industry experience....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....