Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Financial advisers paid a salary by a product manufacturer, such as those employed by banks, may find they cannot continue their client relationships if a purist definiti...
INDUSTRY NEWS
The Parliamentary Joint Committee (PJC) Inquiry into Financial Services and Products has recognised the need to lift the training and entry requirements for the financial...
INDUSTRY NEWS
The number of people who will have exceeded their superannuation contributions cap in the 2009-10 financial year is likely to increase as the concessional contributions c...
INDUSTRY NEWS
ASIC has announced the formation of a management team and an advisory panel to assist in the transfer of front line market supervision from the ASX to ASIC....
INDUSTRY NEWS
A survey of property investment executives reveals a worrying lack of knowledge on the implications of carbon emissions legislation....
INDUSTRY NEWS
Well known dealer group head Ray Miles is establishing a new dealer group he hopes will represent 'the future of advice'....
INDUSTRY NEWS
Henderson Maxwell acquires Maven Financial to create boutique planning practice....
INDUSTRY NEWS
Perpetual has confirmed it is looking to acquire planning practices specifically targeted at high net worth individuals....
INDUSTRY NEWS
The chief executive of van Eyk Research believes "the market has decided" which remuneration model is appropriate for research houses, and says his group’s subscriber-pay...
INDUSTRY NEWS
The announcement of the departure of Perpetual Private Wealth head John Nesbitt has seen the company flagging impending acquisitions....
INDUSTRY NEWS
Financial services technology provider OneVue is claiming to be fully independent following the acquisition of shares by Pentafin....
INDUSTRY NEWS
Simon Bridger will solely manage the Perpetual Ethical SRI Fund, which until now he had jointly managed with John Sevior....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...