POWERED BY MOMENTUM MEDIA
Kate Kachor
News by this author
Independent financial planning group WHK Group plans to launch itself into the general insurance arena following the acquisition of another three accounting and financial...
Boutique fund manager Plato Investment Management has established an academic board to assist in the research and development of its quantitative investment processes....
Affiliated Managers Group will enter the Australian marketplace with the launch of a sales, service and distribution platform in Sydney....
Industry research group IRESS has renewed its pursuit of financial adviser software business, VisiPlan, after putting forward an acquisition proposal to IWL....
AMP Financial Planning will undertake a two step revamp process of its Buyer of Last Resort (BOLR) offer in a move the financial services giant hopes will eliminate real ...
The Financial Planning Association will have to find two staff replacements following the resignation of yet another executive, the second staff departure announcement fo...
Reverse mortgage industry body, SEQUAL, has hit back at claims that seniors are at risk from commission-hungry financial planners, calling the comments unwarranted....
Mercer Investment Consulting has signed up Genesys Wealth Advisers and Consultum Financial Planners to its new superannuation research tool, Mercer IS Super....
The Financial Planning Association is on the look out for a new Policy and Government Relations Manager, after John Anning announced his resignation....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...