Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter, with more than 150 advisers joining in Q3 overall....

INDUSTRY NEWS

Former Sydney financial adviser, David Valvo, has pled guilty in court to a charge of dishonest conduct....

INDUSTRY NEWS

Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive....

INDUSTRY NEWS

AMP has reported its Q3 results and provided a progress update on the divestment of its advice division to Entireti. ...

INDUSTRY NEWS

Exclusive analysis from Wealth Data shows the number of AFSLs in the holistic advice model with one to two advisers has risen 54 per cent over the past five years, while ...

INDUSTRY NEWS

A compliance expert has shared three tips that financial advisers can learn from the mistakes of Dixon Advisory, based on the firm's AFCA determinations. ...

INDUSTRY NEWS

Colonial First State has unveiled its tailored digital financial advice offering, designed by Otivo, for unadvised CFS FirstChoice superannuation members at just $88 per ...

INDUSTRY NEWS

Managed account solutions at Insignia Financial have hit $10 billion in funds under management as it adds 11 model portfolios to Expand....

INDUSTRY NEWS

Clime IM has made four appointments amid a strict cost-cutting strategy to reduce executive overheads, following the resignation of three non-executive directors last wee...

INDUSTRY NEWS

The advice industry’s experience with the disbanded FASEA regime should be a harbinger for any possible review and funding of the Office of the Australian Information Com...

INDUSTRY NEWS

Advised Australians are twice as likely to be happy with their financial situations than unadvised consumers, according to Generation Life, but cost and trust are holding...

INDUSTRY NEWS

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 days 15 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 3 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

5 days 11 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 5 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 4 days ago