POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The relationship between advisers and dealers principals is once again in the firing line, as the Association of Financial Advisers (AFA) seeks changes to the Financial S...
INDUSTRY NEWS
Advance Funds Management and Goldman Sachs Asset Management (GSAM) have formed a strategic alliance under which GSAM equity funds will be distributed via Advance’s networ...
INDUSTRY NEWS
AXA’s aggressive push to ramp up its distribution capabilities has been given further fuel with the signing of former AMP distribution chief Neil Swindells....
INDUSTRY NEWS
Australian discretionary master trust FlexiPlan has recorded $3 billion for its funds under management, representing an 80 per cent increase in funds under admini-stratio...
INDUSTRY NEWS
Most financial services groups have failed to cross-sell products to existing clients, according to Surfboard International managing director Don Hagans. ...
INDUSTRY NEWS
The financial services industry is expecting healthy profit growth this year, according to the Investment and Financial Services Association’s (IFSA) annual survey....
INDUSTRY NEWS
Lynx Financial Services has set its sights on becoming one of the country’s biggest dealer groups with plans to grow adviser numbers to 250 within the next 18 months....
INDUSTRY NEWS
Zurich Financial Services has staked its claim in the financial planning back office market with the launch of a dealer group outsourcing service....
INDUSTRY NEWS
Two financial planners have taken blue ribbons in the Telstra Business Woman’s Awards. ...
INDUSTRY NEWS
The Australian Securities and Investments Commission (ASIC) is looking to step up its consumer education programs....
INDUSTRY NEWS
AXA has set down a major plank in the overhaul of its distribution arm with the launch of a third financial planning arm....
INDUSTRY NEWS
The FPA is expecting around 100 principal members to roll up to its third dealer principal’s conference at the Parkroyal Surfers Paradise on 18-19 August....
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...