Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
Liam Egan
News by this author
The number of financial planners placing corporate super books on the market has spiked on the back of concerns about legislative risk, while planners are also concerned ...
Many financial planning firm owners could be forced to pay large amounts of extra income tax if the ATO goes ahead with proposed changes to the treatment of certain tax s...
Insurer AIA Australia has appointed Damien Green as its new chief executive, replacing Stuart Harrison, who resigned in March this year to take up the role of chief execu...
Former Wilson HTM head of private wealth management Tony McCarthy has been appointed director of the newly-opened Brisbane office of Elston Partners....
Morningstar has placed a 'hold' recommendation on Souls Funds Management products following the announcement of the impending resignation of lead portfolio manager Frank ...
Financial planners have been witness to a rush of new retirement income products hitting the market but, as Liam Egan explains, the fall-out from the global financial cri...
Small advice firms and dealer groups actively targeting private wealth and investment bank advisers affected by restructuring programs....
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...
Managing director Greg Kirk has accused rival dealer groups of deliberately trying to destabilise Genesys in order to attract advisers....
The chairman of the Federal Government inquiry into superannuation, Jeremy Cooper, has raised the prospect of the government operating a national super default fund....
Analysis by this author
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...