Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

Alternative investment firm Absolute Capital is seeking a major shareholder to bolster and support its alternative debt operations - the lions share of its business - fol...

INDUSTRY NEWS

Victorian-based adviser Bernie Toohey has been named the inaugural ‘Zurich Adviser of the Year’, by the Association of Financial Advisers (AFA) and Zurich Financial Servi...

INDUSTRY NEWS

The Association of Financial Advisers (AFA) officially launched its new professional designations yesterday at the AFA National Conference in Queensland....

INDUSTRY NEWS

The Financial Planning Association (FPA) has criticised planners who term client risk profiles as either ‘conservative’ or ‘aggressive’, arguing that such an approach can...

INDUSTRY NEWS

Capstone Financial Planning has signed-up six Melbourne-based former advisers of ING’s now merged Partnership Planning business, taking its stable of planners to 29 and p...

INDUSTRY NEWS

Two directors and two employees of another company associated with the notorious Wattle Group have pleaded guilty to charges in the Brisbane District Court and will be se...

INDUSTRY NEWS

Listed investment company Bentley Equities - previously BT Global Asset Management - has flagged a move back into active investing with shareholders to vote on the appoin...

INDUSTRY NEWS

Aberdeen Asset Management has made a formal offer to shareholders of Edinburgh Fund Managers as it attempts to acquire the UK-based investment manager....

INDUSTRY NEWS

BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for five years....

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) has issued a new Class Order on reporting requirements for individuals holding Australian Financial Services (...

INDUSTRY NEWS

Macquarie Bank has partnered with financial planning group, Professional Investment Services to launch a new six-year capital protected Australian equities investment pro...

INDUSTRY NEWS

The Australian Labor Party (ALP) will move in the Senate today to disallow the Federal Government’s superannuation portability regulations in the wake of the unanimous re...

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...

20 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 ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

4 weeks 1 day 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 ago

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

2 days 15 hours ago