POWERED BY MOMENTUM MEDIA
TRACEY SOFRA
People & Products
A financial adviser has urged women in finance to outsource tasks at home so they can focus on their business, ahead of the Momentum Women in Finance Summit 2023....
Financial planning
Business growth has been challenged by regulatory noise, and statements of advice are the most burdensome compliance regime, according to a panel....
Features
Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their ...
Financial planning
While training and supervision is important to develop a new adviser, the professional year compliance requirements are “overboard”, according to a financial adviser....
Features
The benefits to having more women in senior positions in the financial services industry are myriad for investments, clients and the workplace. Hannah Wootton looks at wh...
Features
Anastasia Santoreneos speaks to financial planners and accountants to determine what the most effective and efficient strategies are to maximise tax benefits this end of ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...