POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
International rating and investment data group Standard & Poor’s (S&P) has granted its first Australian fund ‘AAA’ rating to Colonial First State FirstChoice Investments’...
INDUSTRY NEWS
Vanguard Investments has been awarded a five star ranking for its 10 funds currently available in the market and has also been rated ‘very strong’ across all business sec...
INDUSTRY NEWS
Platform provider Navigator has moved to pass on savings from its core platform product in the market being more stable, by reducing the fees it charges, particularly to ...
INDUSTRY NEWS
Investment Diversity, the group launched by former Navigator managing director Mat Walker in November last year, has signed up eight dealer groups to its online integrate...
INDUSTRY NEWS
Boutique property fund manager MacarthurCook Investment Management has responded to suggestions by research house Lonsec that its $70 million industrial property trust ha...
INDUSTRY NEWS
The Deakin Financial Services takeover of AustChoice, made fully effective late last week, may result in job losses as Deakin pursues “synergies” within the newly combine...
INDUSTRY NEWS
Financial planning firm Financial Services Partners has begun the new year by flagging acquisition negotiations, upcoming changes to its risk product range and two new ap...
INDUSTRY NEWS
Wrap provider Praemium Portfolio Services has struck a deal with market data services group Paritech to bolster its market position in light of growing competition in the...
INDUSTRY NEWS
“Smart” financial planners will have made New Year’s Resolutions to change the way they run their business to meet consumer and regulatory expectations, according to Pres...
INDUSTRY NEWS
After a full and eventful year of bringing the news to our readers its time for the team at Money Management to take a break. As such this is the last day that Money Mana...
INDUSTRY NEWS
The former chief executive of Wealthpoint Brett Sanders has announced his return to the financial services industry, heading up boutique asset consultant Grove Financial ...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) has taken action against a director of a super fund and a promoter of a superannuation rollover scheme after a...
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...