POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
INDUSTRY NEWS
Melbourne-based accountant and planning aggregator, Investor Group, has picked up another business of the Stockford group after announcing yesterday it had acquired the l...
INDUSTRY NEWS
The Financial Industry Complaints Scheme (FICS) has agreed to undergo major changes after an independent review called for a revaluation of its complaints handling proced...
INDUSTRY NEWS
The Commonwealth Bank group has purchased Avanteos and will roll out the platform provider’s systems across its three dealer groups in a deal struck last week....
INDUSTRY NEWS
Warrants may be suitable for a variety of investors – from high income earners to non-residents and long-term investors. Nathalie Bouquet considers the benefits....
INDUSTRY NEWS
The recent ACA/ASIC survey was particularly scathing of the quality of financial planning advice provided by large distributors. George Liondis investigates....
INDUSTRY NEWS
The issue of ownership is back on the agenda after recent industry surveys but, as Jason Spits reports, the more things change, the more they stay the same....
INDUSTRY NEWS
Following its recent damning report into the planning industry, ASIC is pledging to come down hard on wayward planning groups, but some say the watchdog is overstepping t...
INDUSTRY NEWS
The Association of Independently Owned Financial Planners (AIOFP) has attacked the Financial Planning Association over its handling of recent industry criticism brought b...
INDUSTRY NEWS
Count Wealth Accountant’s Barry Lambert has called for certified financial planners (CFPs) to separate themselves from the Financial Planning Association (FPA) while conf...
INDUSTRY NEWS
Financial planning software provider IWL has extended its takeover offer for online broking group Sanford by two weeks after a muted response from Sanford’s shareholders....
INDUSTRY NEWS
Financial services training and education provider Tribeca will declare its first ever dividend to shareholders, after what it describes as strong financial and operation...
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...