POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Law firm Slater and Gordon will take legal action against between 75 and 100 financial planners on behalf of 2,000 investors who lost millions of dollars in schemes assoc...
INDUSTRY NEWS
Promina Group’s financial services division, including its life insurance and wealth management activities , posted a 10 per cent increase to $132 million in net profit a...
INDUSTRY NEWS
Financial Planning group Deakin Financial Services will be closed on May 15, leaving close to 45 financial planners looking for a new home....
INDUSTRY NEWS
Macquarie Bank has restructured its banking and securitisation division with three senior members of staff taking on new roles....
INDUSTRY NEWS
FinaMetrica is to launch its psychometric risk profiling systems in Canada after striking a deal with PlanPlus Web Advisor....
INDUSTRY NEWS
The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....
INDUSTRY NEWS
Financial planners who invested client funds in Westpoint schemes could be facing individual lawsuits over their recommendations....
INDUSTRY NEWS
Remuneration levels, reasonably priced professional indemnity insurance, good training facilities, product research and technical support are the five top criteria financ...
INDUSTRY NEWS
Acadian Asset Management's Global Equity fund has emerged as the most consistent performer over the past three and five years in an international equity funds survey by P...
INDUSTRY NEWS
The IFSA Regulatory Affairs Board Committee has outlined its intended approach toward improving regulation for the financial service industry with the release of its Head...
INDUSTRY NEWS
The managed funds industry finished off 2005 with weaker investment flows in the December quarter, according to the latest Standard & Poor’s Market Share Preliminary Find...
INDUSTRY NEWS
Paragem Partners and Miles Corporate have formed a new partnership to provider financial planning and accountancy firms with merger and acquisition assistance....
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...