POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The two people who foundered Sovereign Assurance in 1981, Ian Hendry and Chris Coon, have both announced their retirements from the company. Both men plan to leave at the...
INDUSTRY NEWS
Norwich Union’s Navigator master trust has taken out the top honour in the premier service level awards for retail financial services....
INDUSTRY NEWS
Sealcorp has outsourced the technical information service component of its adviserNet service to Deutsche Bank....
INDUSTRY NEWS
Former UBS Asset Management (UBSAM) Australian managing director John Fraser has been promoted to one of the top two roles within the financial services behemoth....
INDUSTRY NEWS
ING has made moves into the socially responsible investing (SRI) market with the launch of two wholesale funds which are being made available to the retail market through...
INDUSTRY NEWS
BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...
INDUSTRY NEWS
Adelaide based retail master trust and wrap account provider, Symetry, has launched a new series of fund-of-funds investment products....
INDUSTRY NEWS
The Australian and Securities and Investments Commission (ASIC) has issued stop orders on three separate fund managers....
INDUSTRY NEWS
It is a phrase that will no doubt end up lost in the cluttered, oversized pile of clichés – that Australian investors are Internet savvy. However, regardless of its clich...
INDUSTRY NEWS
Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....
INDUSTRY NEWS
Four years is a long time in the rapidly changing retail financial services business. But while developments have come thick and fast in my four years at Money Management...
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...