POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Insignia Financial has provided an update on the status of its private equity bidders as an initial six-week due diligence period comes to an end....
INDUSTRY NEWS
A judge has detailed how individuals lent as much as $1.1 million each to former financial adviser Anthony Del Vecchio, only learning when they contacted his employer tha...
INDUSTRY NEWS
Having rejected the possibility of an IPO, Mason Stevens’ CEO details why the wealth platform went down the PE route and how it intends to accelerate its growth ambitions...
INDUSTRY NEWS
A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....
INDUSTRY NEWS
Despite reporting strong quarterly results, Morningstar forecasts initial tailwinds benefiting the platform in recent years are likely to fall away for HUB24 in the next ...
INDUSTRY NEWS
Advice licensee Centrepoint Alliance has acquired the financial advice book of superannuation fund Brighter Super and will become the preferred partner to provide advice ...
INDUSTRY NEWS
The association has expressed its support for the Opposition’s commitment to making financial advice a “national priority”, alongside its bold target of reaching 30,000 a...
INDUSTRY NEWS
Australian investors are increasingly turning to financial advisers as their top source of information, with more than a third using them for investment guidance....
INDUSTRY NEWS
The number of advisers using the HUB24 platform has passed 5,000, with over 100 added in the latest quarter, thanks to a migration from ClearView. ...
INDUSTRY NEWS
AMP has cut its executive remuneration following shareholder pushback which sees chief executive Alexis George’s maximum-possible remuneration reduced by almost $1 millio...
INDUSTRY NEWS
CoreData research has highlighted Australian financial advice practices are expanding beyond traditional financial advice and reinforcing the power of a professional netw...
INDUSTRY NEWS
ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....
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...