FINANCIAL PLANNING

INDUSTRY NEWS

New Zealand-based Tower concedes it will eventually move its headquarters to Australia, home to more than 70 per cent of its revenue and about half its shareholders....

INDUSTRY NEWS

Queensland based software and research group Investment Data Technologies (IDT) will proceed with a public listing late next year according to managing director Danny Rod...

INDUSTRY NEWS

Planners need to inform their clients of the new superannuation death benefit rules or they could be sued if there is a dispute with the next of kin, a superannuation adm...

INDUSTRY NEWS

The Financial Services Reform Bill (FSRB) is alive and kicking despite being held up over an impasse between the Federal and State governments. ...

INDUSTRY NEWS

The Euro has been the catalyst of change for Europe and that is why Lazard Asset Management is backing the region as the next investment growth area, Lazard managing dire...

INDUSTRY NEWS

Armstrong Jones has formed an alliance with British firm, Edinburgh Fund Managers, to launch a range of UK-based funds in New Zealand....

INDUSTRY NEWS

The Australian Consumer and Competition Commission (ACCC) has put its weight behind the Financial Planning Association's (FPA) national compliance program. ...

INDUSTRY NEWS

It is no coincidence that the new Financial Planning Association chairman is also one of Australia’s top planners. Nicole Szollos explores the new directions John Hewison...

INDUSTRY NEWS

With the acquisition of York Capital under its belt, Australian Unity is restructuring the way it plays the property investment market. John Wilkinson looks at where that...

INDUSTRY NEWS

The panel of judges that award Australia’s premier financial planning industry accolade is made up of some of the most respected names in the business....

INDUSTRY NEWS

Hartley Poynton started as a stockbroking firm 45 years ago, but since then has grown into a company offering a broad range of services across the financial planning spec...

INDUSTRY NEWS

Two weeks ago the Minister for Financial Services Joe Hockey released a press statement which said the Financial Services Reform Bill (FSRB) had been halted indefinitely....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

6 days 19 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 2 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo