POWERED BY MOMENTUM MEDIA
WEALTH MANAGEMENT
Features
Sherise Mercer explores what wealth firms need to consider to evolve their focus on the client experience, their operating model, and staff development to retain and grow...
Financial planning
Advice and wealth have driven a solid result for ClearView somewhat tarnished by income protection issues....
Funds management
Boutique wealth management firm, Affinity Group, has today announced the launch of a new Brisbane practice....
People & Products
The industry veterans who co-founded BigFuture have brought a new wealth management app to market....
People & Products
ANZ Wealth has today announced the launch of its third series of APEX Lunch and Learn webinars....
Features
Wealth management firms must adapt their model, infrastructure, and workforce to ensure customer interaction is a low-friction, enjoyable experience, David Levi writes....
People & Products
ANZ Wealth has announced the launch of a video series on insurance cover to support advisers and super funds in helping their clients....
Features
It is time for planners to bring aged care advice into sharper focus and initiate conversations with their clients around cost, structures, and implications for other are...
People & Products
Self-licensed Brisbane boutique, MGD Wealth has grown its team ahead of new projects, with the addition of a tax consultant and a senior private client adviser. ...
People & Products
Myer Family Company has appointed former NAB executive, Nicholas Lipscome to head up its Sydney office....
Financial planning
The major banks have seen around $3.1 billion in income leached away from their wealth management and insurance businesses in the past six months....
Features
Why are the Japanese insurers and institutions showing such interest in Australia’s life insurance assets while our major banks are looking to the exits, Mike Taylor asks...
Editorial
The days of the major banks competing for major wealth management assets are gone due to a combination of indifferent financial results and regulatory and reputational ri...
Editorial
With the passage of the Professional Standards legislation, the major employers have already set about de-risking their planning exposures, Mike Taylor writes....
Financial planning
NAB Financial Planning has announced deep cuts to its entry-level financial adviser roles as part of a realignment of its business....
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 ...