Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Less than stellar investment returns over the past two years have reignited the industry superannuation fund versus retail fund fee debate. Craig Phillips reports....
INDUSTRY NEWS
The level of investment in managed funds and shares have fallen to their lowest level since early 2000 despite recent market rises, with Australians preferring to continu...
INDUSTRY NEWS
The Australian Democrats will continue their support for legislation supporting superannuation co-contributions for low-income earners when it returns to the Senate, desp...
INDUSTRY NEWS
Capital Alliance Holdings Australia (CAHA) confirmed its $83.75 million acquisition of Lumley Life yesterday after having signalled its intent to purchase the group in la...
INDUSTRY NEWS
Financial advisers should make at least two attempts to contact clients in order to ascertain their wishes in relation to personal information when transferring dealer gr...
INDUSTRY NEWS
The Financial Planning Association (FPA) and the Australian Securities and Investments Commission (ASIC) have joined forces in an attempt to improve written communication...
INDUSTRY NEWS
Treasury Group has unveiled plans to launch a new fund-of-funds investment company - Premium Investors - in an announcement made to the Australian Stock Exchange (ASX) ye...
INDUSTRY NEWS
The Federal Government is today expected to veto yesterday’s Senate amendments to its superannuation legislation which in effect clear the way for the transmission of tax...
INDUSTRY NEWS
ING has made a swathe of upgrades to its Integra superannuation fund as it attempts to market the product as a “more rounded” offering rather than standing out for any on...
INDUSTRY NEWS
The Financial Planning Association (FPA) has announced the appointment of Kerrie Kelly as its new chief executive....
INDUSTRY NEWS
The Financial Planning Association (FPA) has embarked on a disclosure campaign with a specific focus on soft dollar as part of its effort to improve professional standard...
INDUSTRY NEWS
Investors have been warned to taper their high bullish sentiment levels towards Australian equities by the president of the Australian Investors’ Association (AIA), Bob A...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...