POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
High transition rates from financial advisers have helped Netwealth’s funds under administration rise by $3.7 billion in the fourth quarter of FY25....
INDUSTRY NEWS
ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests. ...
INDUSTRY NEWS
AMP has unveiled enhancements to its digital advice platform, now offering personalised investment and contribution advice as it seeks to take a “market leading position”...
INDUSTRY NEWS
A former Platinum investment specialist has joined Atrium, the multi-asset investment management arm of Fitzpatricks Financial Group....
INDUSTRY NEWS
Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year. ...
INDUSTRY NEWS
A former licensee director, who failed to report an adviser’s fee-for-no-service conduct, has been banned for three years by ASIC. ...
INDUSTRY NEWS
Coastal Advice Group chief executive, Daniel Brown, has said the firm has no intention of slowing down, with plans to do as many as 15 acquisitions in the next 12 months....
INDUSTRY NEWS
The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....
INDUSTRY NEWS
Two national advice businesses have merged to form a leading holistic advice business with $2.5 billion in funds under management....
INDUSTRY NEWS
Insignia Financial has completed its transition of a range of administration and technology functions to SS&C Technologies as it seeks to be a leading wealth manager by 2...
INDUSTRY NEWS
ASIC has permanently banned a financial adviser after he allegedly concealed information from clients and misused client funds, among other breaches....
INDUSTRY NEWS
Financial year losses of limited advice advisers could mean the sector is “dead in the water” going forward after a continuous decline. ...
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...