POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The Victorian Government’s call for financial planning services for up to 100,000 public sector super members is the most prominent example of what is destined to become ...
INDUSTRY NEWS
More than 70 financial planning groups have signed up with Sanford Securities to use its Virtual Broker online broking service....
INDUSTRY NEWS
Assirt has a new chief executive officer for its research division, following changes from its sale last year to WealthPoint Data. ...
INDUSTRY NEWS
An association representing 110,000 investors in tax-effective schemes is mounting a campaign to put tax issues relating to the schemes on the agenda for this year’s fede...
INDUSTRY NEWS
Leading Australian insurer, AMP has pulled out of talks to buy troubled European mutual life assurer Equitable Life....
INDUSTRY NEWS
Hunter Hall, one of the largest ethical investment trust managers is set to float in a bid to raise $4.5 million, giving the boutique fund manager a valuation of $21.1 mi...
INDUSTRY NEWS
Former FPA president Wes McMaster is proposing a student exchange program for financial planning students as one of the new initiatives at RMIT....
INDUSTRY NEWS
Members of America’s Certified Financial Planning Board (CFP) may soon find themselves out in the cold, following the board’s decision to cut one-third of its current boa...
INDUSTRY NEWS
Consolidator Harts Australia has suffered a 30 per cent drop in their share price, after the company announced it lost $9.4 million last year....
INDUSTRY NEWS
Australia’s managed funds market can look forward to another 10 to 15 years of strong growth, according to a report released by Axiss Australia....
INDUSTRY NEWS
Snowball has recruited former St George executive Carl Scarcella as general manager of operations as it prepares to unleash its online financial services product on to th...
INDUSTRY NEWS
Prudential has secured a foothold in the world’s largest life insurance market with the $A357 million purchase of Orico Life Insurance in Japan....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...