POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
A strategic review of Everest Financial Group's (EFG) business, due out by the end of this month, is considering merger and sale alternatives and business wind down scena...
INDUSTRY NEWS
WHK has expanded its footprint in regional Victoria through the acquisition of accounting and advice firm Garfield Mayall....
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has commenced proceedings in the Federal Court against two loan brokers, a lender and the sole director of thr...
INDUSTRY NEWS
Macquarie Agricultural Funds Management has opened Macquarie Forestry Investment 2010, which is available until 30 June and has received strong ratings from Adviser Edge ...
INDUSTRY NEWS
Select Asset Management’s Alternatives Portfolio has been added to AXA’s North platform as well as Colonial First State’s FirstWrap....
INDUSTRY NEWS
Joint managing directors of HFA Asset Management, Oscar Martinis and Robert White, have resigned from the group, to be replaced by Craig Mowll....
INDUSTRY NEWS
IOOF's Pursuit platform has broken the dominance enjoyed by Colonial First State in the Wealth Insights Platform Service Level Survey....
INDUSTRY NEWS
A survey of planners reveals most believe removing commissions will help the industry but not necessarily their own businesses....
INDUSTRY NEWS
Mercer has been appointed by Investec Specialist Private Bank to support its high-net-worth client investment proposition....
INDUSTRY NEWS
Despite five-star ratings, BlackRock’s multi-sector funds have not generated significant interest....
INDUSTRY NEWS
AMP has introduced improved online functionality for its separately managed account (SMA) service, AMP Personalised Portfolio, after signing a deal with a new underlying ...
INDUSTRY NEWS
Prudential’s bid for AIG’s Asian assets flounders, bringing sovereign wealth funds into play....
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...