POWERED BY MOMENTUM MEDIA
Chris Kennedy
Chris Kennedy
News by this author
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point for clients looking to borrow to invest in a proper...
Advisers are increasingly ready to rebalance client portfolios away from cash to reinvest in growth assets, according to a survey from Zurich's investment business in Aus...
Standard & Poor's Fund Services has lowered its rating on the Perpetual Wholesale Concentrated Equity Fund (CEF) from five to four stars and removed its 'on hold' rating,...
Advisory technology of the kind used by super funds to provide limited advice could help advisers and dealer groups retain and profitably service C and D clients in a fee...
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...
A certificate of advice from a financial adviser or accountant has been identified as a potential major sticking point to clients looking to borrow to invest in a propert...
New draft legislation designed to protect workers' superannuation from phoenix companies has an excessively long lead in and also has vague requirements that could trap n...
Pressure to consolidate superannuation accounts could cause Australians to risk losing valuable insurance policies, Maurice Blackburn lawyers have warned....
MAp airports has reached an agreement with the Ontario Teachers' Pension Plan Board (OTTP) to acquire OTTP's stake in Sydney airport and offload its interests in Brussels...
Former Sunset Capital director Gabrial Neil Pennicott has been found guilty of a range of charges brought by ASIC relating to dishonest share trading....
Analysis by this author
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...