Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...
INDUSTRY NEWS
As artificial intelligence continues to reshape how the advice industry operates, Adviser Ratings unpacks which areas advisers are using the technology to improve the cli...
INDUSTRY NEWS
Insignia Financial has appointed the former APAC head of a global asset manager to its board....
INDUSTRY NEWS
Financial advisers have been warned against advising clients to withdraw superannuation for medical or dental treatments as a new report highlights the long-term effect o...
INDUSTRY NEWS
With the highest number of candidates in a year sitting the latest financial advice exam, a surge of new entrants are expected in the coming weeks, according to Wealth Da...
INDUSTRY NEWS
AMP has launched a range of five diversified index managed portfolios on its North investment platform, targeting a younger client demographic....
INDUSTRY NEWS
An NSW adviser, who advised over 120 clients after falsifying her financial advice exam results, has been permanently banned by ASIC....
INDUSTRY NEWS
ASIC has released the results from the latest financial adviser exam, the first to be run since changes to its structure earlier this year....
INDUSTRY NEWS
Sharing his reasoning in joining the FSC board, WT Financial managing director, Keith Cullen, believes “product and advice cannot be separated” from each other in the cur...
INDUSTRY NEWS
The Emerge Foundation, a charity run by financial advisers and fund managers, has announced a scholarship program to help veterans transition into tertiary education....
INDUSTRY NEWS
In an open letter, Sequoia chief executive Garry Crole has hit out against shareholders “with a personal axe to grind” as he fights for his job ahead of an EGM....
INDUSTRY NEWS
The JAWG has announced it is in talks with Treasury around five “core principles” to strengthen the education standards for new entrants to the financial advice space....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...