POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The pressure is on for technology providers as Investment Trends’ latest industry report reveals advisers are consolidating their platform use, directing the majority of ...
INDUSTRY NEWS
DASH Technology Group has announced a suite of enhancements for its core platform technology to better support advisers and the growing wholesale investment market....
INDUSTRY NEWS
MLC Asset Management has reduced management fees on its MLC MultiSeries portfolios as advisers seek streamlined multi-asset investment solutions....
INDUSTRY NEWS
One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...
INDUSTRY NEWS
Ascalon Capital has continued its raid of research houses with three appointments from Zenith, Evidentia and Lonsec, while Drummond Capital Partners has appointed a head ...
INDUSTRY NEWS
ASIC has banned another two former financial advisers of MWL Financial Services of making inappropriate advice to clients regarding the Shield Master fund, following two ...
INDUSTRY NEWS
Two surveys from CoreData and Vanguard have shared the level of trust the Australian public has in financial advisers, and how it has changed since the Hayne royal commis...
INDUSTRY NEWS
While the acquisition of Insignia by CC Capital will help the business, Morningstar believes customer and adviser loyalty will be key as to whether it can regain its pre-...
INDUSTRY NEWS
The Financial Advice Association Australia has stated it is “working closely” with the Financial Services Minister, Daniel Mulino, to remount the inquiry into Dixon Advis...
INDUSTRY NEWS
Australian wealth manager Shaw and Partners has appointed a national head for its private wealth division, which has over 200 advisers and $40 billion in assets under man...
INDUSTRY NEWS
Private markets funds entering Australia led to increased ratings demand at Lonsec Research and Ratings in FY25, while Evidentia Group saw FUM approach $30 billion post-m...
INDUSTRY NEWS
Reviewing the results for FY25, Money Management explores which listed platforms have seen the strongest growth in funds under administration....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...