POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Some of the biggest players in the financial services industry have entered the bat-tle to claim the biggest outsourcing of a corporate superannuation fund in Austra-lia’...
INDUSTRY NEWS
Macquarie will add a margin lending facility to its wrap account service in what it describes as the first geared investment features to be added to a wrap account....
INDUSTRY NEWS
New Zealand’s rich are getting richer and poor are getting poorer and the gap between the two is increasing at a rate faster than anywhere else in the world...
INDUSTRY NEWS
Sealcorp has spun off research house Assirt in a complex deal with Bourse Data....
INDUSTRY NEWS
Fijian coup leader George Speight has been linked with the Wattle Group pyramid in-vestment scheme which lost more than $165 million of investor’s funds....
INDUSTRY NEWS
Marisa Broome has put her stake in Millennium Financial Planning group up for sale to go out on her own....
INDUSTRY NEWS
Melbourne’s John Hewison has been elected the Financial Planning Association’s (FPA) new chairman of the board....
INDUSTRY NEWS
A proposal for a separate non-practitioner Certified Financial Planner (CFP) mark has been de-feated by strong opposition from elements within the US financial planning i...
INDUSTRY NEWS
E*Trade in the US will team up with accounting and consulting giant, Ernst & Young to provide online financial planning, according to reports in the New York Times. Both ...
INDUSTRY NEWS
The Property Council wants to work more closely with the Financial Planning Association (FPA) as part of a move to create more interest in property investing....
INDUSTRY NEWS
The Financial Planning Association (FPA) has slammed last minute changes to the GST and Ralph inspired new tax system which will slug planners with thousands of dollars o...
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...