POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
FINANCIAL advisers will not need to disclose commission on risk products thanks to the lobbying efforts of the Association of Financial Advisers (AFA)....
INDUSTRY NEWS
FINANCIAL Planning consultant Paul Resnik is preparing to put his money where his mouth is with plans to launch a chain of financial planning offices....
INDUSTRY NEWS
Both investors and advisers are more optimistic about share market performance over the next six months than they were last month, according to this month’s combined Aust...
INDUSTRY NEWS
Credit Suisse Asset Management’s Australian equities products have maintained the confidence of Assirt, with the research house awarding the Swiss funds management group ...
INDUSTRY NEWS
Sealcorp Holdings' Securitor dealer group has been joined by Webb Financial Services, the newly created financial planning arm of chartered accounting firm Webb & Co....
INDUSTRY NEWS
You might have been forgiven for thinking that with all the whip cracking, boot scooting and Stetson hats on show at this year’s fifth Queensland State Conference, you we...
INDUSTRY NEWS
BT has enhanced the stable of products and services within its Investment Wrap and SuperWrap products, claiming to have tailored them more closely to the needs of adviser...
INDUSTRY NEWS
Steve Newnham has been bumped up from the position of head of distribution investment and life business to group head of sales at Zurich....
INDUSTRY NEWS
The Snowball Group is continuing to push ahead with a strategy to target financial planning clients through Australia’s corporate heavyweights, signing a strategic allian...
INDUSTRY NEWS
Dresdner’s Ausralian asset management subsidiary, Dresdner RCM Global Investors, has changed its name to Allianz Dresdner Asset Management (adam), following the successfu...
INDUSTRY NEWS
The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...
INDUSTRY NEWS
The proposed merger between financial planning technology company IWL and sharemarket information system provider Iress Market Technology has been abandoned after both bo...
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...