POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Small dealer groups are back on the agenda as members of three bodies representing small planning groups have agreed to meet to discuss the creation of a national executi...
INDUSTRY NEWS
Share-broking and financial planning group Tolhurst Noall has appointed former Potter Warburg senior executive, John Wilson, as its new managing director and CEO....
INDUSTRY NEWS
The Perpetual group has expanded its operations with the trustee side of the business launching a new operation while the investment business has rolled out a new geared ...
INDUSTRY NEWS
An international battle between controllers of the Certified Financial Planner (CFP) and Chartered Financial Practitioner (ChFP) designations has erupted in the Asia-Paci...
INDUSTRY NEWS
The ASIC/ACA survey reflected the reality that our industry and profession is undergoing a process of dumbing down, says Rob Keavney....
INDUSTRY NEWS
If you have a web site, demand that your web designer give you the access code....
INDUSTRY NEWS
A properly run DIY fund, either a self-managed super fund (SMSF) or small APRA fund (SAF) will help ensure that your clients never have a reasonable benefit limit (RBL) p...
INDUSTRY NEWS
Not many fund managers can claim to have escaped the industry shake-out over the past two years. But Macquarie Funds Management is one of them. Simon Segal reports....
INDUSTRY NEWS
Why do some global managers hear music, and others just noise, when playing the international equities market? Glenn Poswell reports....
INDUSTRY NEWS
Equity markets still have some way to go before they reach long term positive territory. Jason Spits looks at the hurdles that lie ahead....
INDUSTRY NEWS
The Financial Planning Association’s (FPA) attempt to set up its own in house professional indemnity (PI) insurance scheme for members has suffered a setback as a result ...
INDUSTRY NEWS
Australia’s funds management and life insurance groups are failing to live up to the expectations of financial advisers in key performance criteria, a new report claims....
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...