POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
OFM Investment Group is conducting due diligence on a new administration outsource provider after mutually agreeing to part with incumbent provider, State Trustees, follo...
INDUSTRY NEWS
Property group Becton has launched the first retail mezzanine fund for property investment aimed at the self-managed superannuation fund market but denies the move is des...
INDUSTRY NEWS
The Victorian Government will aim to create a new ministerial position for ‘services’ to forge a better link between itself and the financial services industry after comp...
INDUSTRY NEWS
The head of funds management markets at ING, Jarrod Brown, has left his position and will head back to distribution, taking on the role of head of funds management distri...
INDUSTRY NEWS
UBS Global Asset Management has closed its Australian equities book to new institutional mandates, opting to use its remaining funds under management capacity to source m...
INDUSTRY NEWS
Garrisons Financial Planning has signed an exclusive three year agreement with Queensland Police Credit Union (QPCU) to provide financial planning services to its 34,000 ...
INDUSTRY NEWS
The financial services industry’s preoccupation with large-scale business operations is creating significant performance issues for bigger players in the industry, argues...
INDUSTRY NEWS
A growing number of financial planners are ordering dealer groups to sign restraint of trade agreements to protect their client bases and opting not to sign-up with group...
INDUSTRY NEWS
Financial planners and dealer groups may be held liable for incidental advice or even casual comments after a recent decision by the Financial Industry Complaints Service...
INDUSTRY NEWS
A recent tour of Europe got Tom Collins thinking about local perceptions to financial services, particularly in relation to distribution....
INDUSTRY NEWS
Bonds have traditionally been seen as the safe alternative and have performed particularly well in recent times. But how long will it last? Ben Abbott reports....
INDUSTRY NEWS
Technology makes life as a financial planner easier… right? Well, yes – if you know how to use it well. Among the most popular of all desktop technologies are Outlook and...
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...