POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....
INDUSTRY NEWS
AXA Financial Planning has used its localised planner support network and an internationally recognised brand to grow its planner numbers by over 300 in the past four yea...
INDUSTRY NEWS
As disillusioned planners continue their exodus from bank owned groups, Bridges Financial Services is one group positioning itself to catch the fallout. Lucie Beaman repo...
INDUSTRY NEWS
What use is past performance in predicting the future? Deirdre Keown reports....
INDUSTRY NEWS
The Australian Securities and Investment Commission (ASIC) will call for a standardised fee disclosure template for financial products and services on Tuesday when it rel...
INDUSTRY NEWS
Macquarie Bank’s funds management division - with a 17 per cent increase in funds under management to $4.7 billion over the past 12 months - and its financial services di...
INDUSTRY NEWS
Absolute return fund manager Basis Capital Management has had its successful flagship fund made available to the retail market, with both BT and Macquarie now offering th...
INDUSTRY NEWS
Research group 5Di will be absorbed back into the Garrisons financial planning group as part of an ongoing restructure which will also result in the group rolling out a d...
INDUSTRY NEWS
Centrestone Wealth Advisory Group has cemented its first year’s rapid rise, launching a Melbourne office and acquiring another planning practice in Sydney, taking the bus...
INDUSTRY NEWS
One of Australia’s largest public companies Wesfarmers Limited has emerged as the potential buyer of insurance and financial services group Lumley, entering into exclusiv...
INDUSTRY NEWS
Three credit union dealer groups have merged to create financial services firm CU Financial Advisory Services....
INDUSTRY NEWS
Promina has continued the renaming of the former Royal & SunAlliance (RSA) group announcing today that the financial services division will drop the RSA moniker and be ca...
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...