POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
More than $3.4 billion in superannuation has been lost by Australians, with the amount held in unclaimed accounts growing by more than $1 billion a year....
INDUSTRY NEWS
A networking system that has captured 90 per cent of the institutional funds man-agement market in Canada has officially landed in Australia....
INDUSTRY NEWS
Fund managers and financial planners are not servicing high net worth clients ef-fectively and fail to meet their needs according to a Melbourne planner and portfo-lio ma...
INDUSTRY NEWS
Consistent growth from blue chip stock over a period of time is almost impossible, says US-based Alliance Capital vice-chairman Al Harrison....
INDUSTRY NEWS
Resource stocks have been the darlings of the stock market this year. Zilla Efrat asks if the good times will continue to roll....
INDUSTRY NEWS
New Zealand First’s proposed compulsory superannuation scheme would act “like a big unit trust but with no fees” according to NZ First analyst Roly Metge....
INDUSTRY NEWS
Macquarie Portfolio Services reckons it can sign up 40 financial planning dealer groups to its new wrap service by the end of next year....
INDUSTRY NEWS
Job prospects in the financial services and insurance sector continue to brighten....
INDUSTRY NEWS
Legg Mason has become the latest US mutual fund manager to buy into the European market, with the purchase of UK fund manager Johnson Fry for about US$70 million, the fir...
INDUSTRY NEWS
IOOF's 30 per cent rise in funds under management during the last financial year has come from independent financial advisers, says managing director Rob Turner....
INDUSTRY NEWS
Australian Unity will continue to grow its funds management operation in the next financial year as the traditional friendly society business continues its slow decline, ...
INDUSTRY NEWS
All planners know the pitfalls of recommending investments that do not fit the risk profile of their clients. Putting aside the ultimate scenario of a disgruntled investo...
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...