POWERED BY MOMENTUM MEDIA
Lucinda Beaman
News by this author
A warning has been issued about the use of the core/satellite investment strategy, with some advisers using satellite investments as the 'gambling' portion of a portfolio...
The changes taking place in the industry mean business development managers (BDMs) will need to be able to talk about more than just product, according to ING Australia....
The advice industry needs to improve its efforts in exposing rogue advisory practices if it is to avoid taking any more collective hits to its reputation....
PIS will be forced into a new era of transparency if the proposed merger between its parent company and listed premium funding company Centrepoint Alliance takes place....
BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...
A boutique structured products provider, Alpha Structured Investments, has raised concerns about what it considers to be over-engineered structured products offered by th...
Listed Australian companies will be able to more easily raise funds from retail investors, and investors will be given tax breaks on interest earned on corporate bonds....
Van Eyk Research has confirmed it has had more executive changes at the senior level, with former Standard & Poor's researcher John O'Brien named head of research and the...
A bid has been made for the Australian Financial Services group (AFS), but at this stage the identity of the bidder remains a well-kept secret....
Listed group Trinity Limited is selling half of its wholesale funds management business as it seeks to reduce its debt levels....
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...