POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
A record number of global institutional investors have committed to the UN-backed Principles for Responsible Investment in the past year, taking the total number of signa...
INDUSTRY NEWS
Total funds under management (FUM) in the retail and wholesale markets decreased by 3.86 per cent in the June quarter, but had a positive performance over the financial y...
INDUSTRY NEWS
Count Financial may soon have an all new back-office; with investment research, platform, and advice software contracts all currently under review at the big listed deale...
INDUSTRY NEWS
Too much is being paid for financial planning practices that Shadforth Financial Group feels may not retain their value....
INDUSTRY NEWS
Colonial First Choice has emerged at Australia’s largest investment platform by market share and funds under administration....
INDUSTRY NEWS
Industry fund, Intrust, has launched an in-house planning service utilising new web-based tools....
INDUSTRY NEWS
AXA Australia has rolled out its new adviser portal called adviserweb, which allows both advisers and clients to interact with AXA through a single log in gateway....
INDUSTRY NEWS
Standard & Poor’s has assigned a four-star rating to the 452 Capital funds post their transition....
INDUSTRY NEWS
Independent financial services and mortgage distribution group, Firstfolio, announced it was in exclusive negotiations to acquire non-bank mortgage manager and finance br...
INDUSTRY NEWS
BT Investment Management has hired a new portfolio manager for its Macro Strategies boutique, appointing Jason Petras to the role....
INDUSTRY NEWS
FPA board candidates query use of “independent assessments” on ballot papers....
INDUSTRY NEWS
The number of financial planners seeking advice and information on selling up their practices has increased dramatically since the elections, according to Radar Results....
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...