Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

The Australian Securities and Investments Commission has converted its pursuit of five options trading seminar operators into an enforceable undertaking with the Federal ...

INDUSTRY NEWS

Trustee group Australian Superannuation Nominees is closing its business due to “continuing regulatory intervention” by the Australian Prudential Regulation Authority and...

INDUSTRY NEWS

BT Financial Group has announced record figures in terms of funds under administration (FUA) for both its super and wrap platforms....

INDUSTRY NEWS

Garrisons has rolled out a new asset allocation and risk profiling system to its planners, following the establishment of a partnership with FinaMetrica earlier this year...

INDUSTRY NEWS

Pengana Capital is yet to reach the $30 million cut-off for its scheduled mid-month listed investment company launch - Pengana Managers - despite the passing of its deadl...

INDUSTRY NEWS

The Australian insurance industry is enjoying a ‘purple patch’ in what ratings house Standard and Poors is deeming an improved operating environment this year, according ...

INDUSTRY NEWS

St George Bank-owned groups Advanced Asset Management and Asgard have unveiled a new deal for the latter’s mini-platform, Elements, to carry a wholesale version of the 10...

INDUSTRY NEWS

Investors in ‘ethical’ share portfolios can dismiss the common held view that allocating assets to the sector is synonymous with inferior performance, according to prelim...

INDUSTRY NEWS

The Australian Securities and Investments Commission has banned a Melbourne-based financial adviser for two years after deeming previous fraud convictions, while not rela...

INDUSTRY NEWS

Accountants have received support to provide advice on all non-self managed superannuation structures after a recommendation by the Parliamentary Joint Committee on Corpo...

INDUSTRY NEWS

The retail managed fund sector grew by $8.5 billion during the March quarter to push assets under management up to $328.1 billion and give the sector an annualised growth...

INDUSTRY NEWS

Small cap funds do not always perform better after closing despite this often being the justification for closing a fund to new investments, according to findings release...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 day 16 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks 1 day ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 days 12 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 3 days ago