POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Adelaide-based financial planner John Wotherspoon has beat out a host of other high profile advisers to win this year’s Money Management Financial Planner of the Year awa...
INDUSTRY NEWS
Over the past month, ING Australia has retrenched close to100 people across the board following an overall reorganisation of the business....
INDUSTRY NEWS
The end of the year is usually a time to look back and examine how far we have come in the last year and to do so this year is a fascinating exercise....
INDUSTRY NEWS
Morningstar has put the internal turmoil over the dismissal of its chief executive behind it and hit back strongly at a report which questioned the value of the research ...
INDUSTRY NEWS
Investors should seek a minimum return of 12 per cent from agribusiness projects to cover the risk factors, says van Eyk Capital director David Marshall....
INDUSTRY NEWS
The world has experienced one of the worst bear markets on records with dramatic falls in all the major global exchanges in the past year....
INDUSTRY NEWS
Phil Guest solved his succession planning problems by simply giving away shares in his financial planning practice. He decided that, while there were successors to his bu...
INDUSTRY NEWS
Netwealth has already signed up five dealer groups for the adviser version of its on-line wrap service, says managing director Michael Heine and has plans to extend that ...
INDUSTRY NEWS
Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....
INDUSTRY NEWS
For my last article, I normally summarise my previous articles for the year. However this time I want to only do that in part. That’s because this year was the last year ...
INDUSTRY NEWS
Every year Money Management asks a few of the industry’s foremost names to examine the entries and sort through the detail to unearth who will be the <i>Money Management<...
INDUSTRY NEWS
Bridgeport executive director Robert MC Brown is frustrated when Bridgeport is described as a dealer group as he says that view ignores the essence of the group and where...
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...