Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The case management hearing for AMP’s BOLR proceeding to approve the $100 million settlement sum has been given a rescheduled date after two cancellations....
INDUSTRY NEWS
A female adviser has shared how financial advice firms can be more appealing to female clients who may feel intimidated by a male-dominated industry....
INDUSTRY NEWS
A new Treasury financial services regulatory initiatives grid will work with ASIC to reduce compliance burdens for financial services firms, particularly those which are ...
INDUSTRY NEWS
Advice practices say salaries are taking up almost half of their revenue as the battle for talent heats up in an environment of adviser shortage, according to Business He...
INDUSTRY NEWS
Investment Trends has uncovered the amount of money unadvised Australians are prepared to pay for financial advice, with 1.3 million individuals planning to see an advise...
INDUSTRY NEWS
Almost half of financial services businesses are being sold for cash with sales of up to $8 million, significantly reducing the time taken for parties to transact....
INDUSTRY NEWS
Treasurer Jim Chalmers has opened a consultation into the design of the annual superannuation performance test, canvassing views on a range of reform options....
INDUSTRY NEWS
Sequoia has seen a net loss of seven advisers this week, with Wealth Data founder Colin Williams describing it as a “rare” occurrence given the group’s strong growth in 2...
INDUSTRY NEWS
An award-winning female adviser has shared how advice firms can better support their female staff and make the workplace a more accommodating environment, as only a small...
INDUSTRY NEWS
ASIC is seeking to hear the views of users in order to improve the design of its digital services and will be conducting interviews this month. ...
INDUSTRY NEWS
A Melbourne-based advisory firm formerly licensed through AMP has become the latest to join the Count network, while newly acquired Diverger has partnered with a fintech ...
INDUSTRY NEWS
InvestSMART is positioning its business to be a leading digital wealth and advice platform in Australia as it launches its own white label online investing platform....
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?...