POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The banks are getting into financial planning in a big way – and the National Australia Bank is no exception. John Wilkinson reports on the growth of the National’s prem...
INDUSTRY NEWS
Only one in 50 financial planners does not use the Internet for their business, ac-cording to a recent survey....
INDUSTRY NEWS
The Reserve Bank of Australia (RBA) today acted to head off inflationary pressures in the econ-omy, lifting the cash rate to 6.25 per cent from 6.0 per cent....
INDUSTRY NEWS
Investors have failed to grasp the concept of gearing, even though the majority of wealthier clients gear into their own homes, according to former FPA president Russell ...
INDUSTRY NEWS
Steve Helmich has been named as head of distribution in the wake of the departure of Neil Swindells who resigned from AMP to go to AXA a fortnight ago....
INDUSTRY NEWS
Former GIO Asset Management chief executive Mark Dutton has been named chief investment officer of ipac securities....
INDUSTRY NEWS
Financial planners will need to change the way they offer advice on tax issues as they relate to investments....
INDUSTRY NEWS
Former Colonial financial planner William Richard Berghouse has been given a lifetime ban from acting as a representative of a securities dealer or investment ad-viser fr...
INDUSTRY NEWS
Rod Atfield is to bring down the curtain on his 40 year career with Mercantile Mutual at the end of this year....
INDUSTRY NEWS
Poor performance by AMP’s older style funds have dragged down the fund man-ager’s Morningstar overall rating to three stars....
INDUSTRY NEWS
York Capital has added an Adelaide cinema complex to its wholesale property fund which is sold through a number of master trusts....
INDUSTRY NEWS
Tower Trust is to remain based in Adelaide, following the acquisition of IOOF’s trust business yesterday....
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...