Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing thei...
INDUSTRY NEWS
The Federal Court has appointed two corporate receivers of Brite Advisors to investigate the $1 billion client pension funds under its management since its assets were fr...
INDUSTRY NEWS
The FAAA is pushing for a mandated standardised fee consent form to minimise red tape and reduce the cost of financial advice in response to the government’s first QAR tr...
INDUSTRY NEWS
The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date....
INDUSTRY NEWS
AMP has revitalised its Jigsaw Advice Solutions business to provide expanded add-on services to self-licensed financial advisers, ranging from AFSL setup to revenue manag...
INDUSTRY NEWS
National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...
INDUSTRY NEWS
The government has released draft legislation to improve the delivery and accessibility of the adviser exam....
INDUSTRY NEWS
With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and ...
INDUSTRY NEWS
The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees....
INDUSTRY NEWS
A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest....
INDUSTRY NEWS
Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers....
INDUSTRY NEWS
Two advice licensees have lost more than 26 per cent in their share price since the start of 2023, while another has seen gains of 35 per cent. ...
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?...