POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Alliances between banks and media or telecommunication companies will pose the biggest threats to financial planners over the next 12 to 18 months, according to InvestorW...
INDUSTRY NEWS
Simplifying managed funds is the key to getting investors purchasing them online, according to Commonwealth Securities director Paul Rickard....
INDUSTRY NEWS
The Australian Investment and Securities Commission (ASIC) has secured its first gaol sentence under the Insurance (Agents and Brokers) Act with the sentencing of Royce C...
INDUSTRY NEWS
The funds management industry should brace itself for an explosion of product launches in the next few years, according to BT Funds Management’s Terry Power....
INDUSTRY NEWS
IFSA members should vote on all company internal issues where they have voting rights, despite recent media speculation of a policy change, says chief executive Lynn Ralp...
INDUSTRY NEWS
I was interested to read the article on a new system where financial planners pay to be star rated in a reference database for consumers (“Advisers to pay for star rating...
INDUSTRY NEWS
Financial services groups with global scale and reach will be the big industry winners in coming years, according to AXA Australia chief executive Les Owen....
INDUSTRY NEWS
Convergence and the digital revolution in global capital markets are becoming the drivers of regulatory regimes throughout the world, according to Professor Ian Harper of...
INDUSTRY NEWS
Professional Investment Services (PIS) has taken the plunge into retail stock broking through a deal signed with online broker E*Trade....
INDUSTRY NEWS
US based giant Advance Funds Management and Goldman Sachs Asset Management (GSAM) have formed a strategic alliance under which GSAM equity funds will be distributed via A...
INDUSTRY NEWS
NRMA has rolled out a new income protection policy which makes use of agreed value and indemnity contracts within the same policy....
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...