Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
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...
INDUSTRY NEWS
The BT Financial Group will consolidate its product range under one name from October 27, laying to rest the Sagitta brand as all 450 products in the group’s wholesale an...
INDUSTRY NEWS
Colonial First State’s FirstChoice master trust has cracked $4 billion in invested funds after only 17 months in operation primarily due to generous commissions paid to f...
INDUSTRY NEWS
Former van Eyk Research associate director Rashmi Mehrotra has joined rival Mercer Investment Consulting to spearhead business development for the latter’s web site serv...
INDUSTRY NEWS
Macquarie’s private equity arm is to raise its compliance standards after giving an enforceable undertaking to the Australian Securities and Investments Commission (ASIC)...
INDUSTRY NEWS
The Senate Select Committee enquiring into superannuation has sealed the fate of portability regulations, using its majority report to veto the Government’s decision to p...
INDUSTRY NEWS
Counterpoint is to provide investment research and portfolio design services to the Snowball Group following incumbent research and asset consultant to the group, Dominic...
INDUSTRY NEWS
The Financial Planning Association (FPA) has rolled out a series of business tools targetting specific areas including the terms of engagement between advisers and client...
INDUSTRY NEWS
The Financial Services Complaints Tribunal (FICS) is continuing to streamline its complaint processes towards more conciliation orientated outcomes, six months into the i...
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?...