POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The official unveiling of Compound Investments at this year’s Financial Planning Association (FPA)annual convention will be one of the industry’s lesser guarded secrets....
INDUSTRY NEWS
Planners who help clients set up self managed superannuation funds must also tackle the issue of who will be the trustee. Ben Smythe examines how an external third party ...
INDUSTRY NEWS
Morningstar’s quarterly report on the state of the managed funds industry shows that Australian retail fund assets fell over the three months of the September 2001 quarte...
INDUSTRY NEWS
Challenger International has managed to secure record revenues of $351.3 million in the September quarter of this year, despite the uncertainty pervading world equity mar...
INDUSTRY NEWS
A personal crisis has cost a former Westpac financial adviser three years imprisonment after she was charged with scamming $115,000 from clients to pay off her own credit...
INDUSTRY NEWS
Ruth Richardson, the chair of the board of Morningstar Research Pty Ltd, has stepped down from the position after failing to receive assurances from the US directors rega...
INDUSTRY NEWS
Morningstar Research Pty Ltd chief executive and publisher, Graham Rich, is filing for damages against the group’s US based majority shareholder, Morningstar Inc....
INDUSTRY NEWS
The man who turned using the terms “disgraced” and “former police officer” together in the same sentence a cliché, disgraced former NSW police officer Roger “the dodger” ...
INDUSTRY NEWS
America’s Certified Financial Planner (CFP) Board is planning to relinquish some of its control to a new ruling world board, leaving the final say on global CFP matters t...
INDUSTRY NEWS
Challenger International is set to pursue further alliances with a range of dealer groups in an attempt to fill the hole left in its distribution ambitions by the break d...
INDUSTRY NEWS
Sealcorp’s Private Label business, the tailored master trust Sealcorp offers to large dealer groups and institutions, has had a windfall gain, adding to the full year pro...
INDUSTRY NEWS
Asking someone who to name a person they consider to be an influential person is not easy, but when the question is narrowed and the aim is to pick the most influential p...
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...