POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
A former director of unlicensed Sydney financial services business, Pegasus Leveraged Options Group, has been jailed for eight years for the theft of $2.1 million from cl...
INDUSTRY NEWS
Large listed accountancy and financial planning firm Investor Group has changed its name to the WHK Group....
INDUSTRY NEWS
Specialist trading firm Tricom Equities had struck a deal with Australia’s most talked about fund manager, MIR Investment Management, to provide it with model portfolios ...
INDUSTRY NEWS
Investment processes have traditionally gravitated toward either quantitative or qualitative analyses, with the two disciplines rarely being combined. But MIR Investment ...
INDUSTRY NEWS
The Government should extend access to super co-contributions for low to middle income earners in order to encourage Australians under the age of 40 to save for their ret...
INDUSTRY NEWS
Glebe Asset Management is to be sold off by its owner, the Anglican Church of Australia....
INDUSTRY NEWS
IWL-owned research house InvestorWeb, Melbourne-based research house Lonsec and platform provider Navigator have extracted replacement funds analysts from what various in...
INDUSTRY NEWS
ING has made a three-pronged improvement to its OneAnswer platform through the addition 16 funds, a reduction in fees charged and an enhancement of the product’s online c...
INDUSTRY NEWS
New rules that could dramatically cut the paperwork burden for financial planers are a step closer after the Federal Government released regulations that aim to shorten t...
INDUSTRY NEWS
APRA and ASIC will jointly release an industry best practice guide on unit pricing within the next three weeks....
INDUSTRY NEWS
Select Managed Funds has confirmed its status as one of the most prolific acquirers in the financial services industry with the purchase of a 13 per cent stake in Austral...
INDUSTRY NEWS
Poor returns from a jittery Australian share market and mixed results on the international front have wiped more than 2 per cent off the value of superannuation funds in ...
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...