Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

FlexiPlan managing director Sue Thomas has sold her 20 per cent stake in the business to MLC and stepped down as managing director....

INDUSTRY NEWS

Macquarie Technology Funds Management and Acer Capital Australia have launched a $30 million venture capital fund....

INDUSTRY NEWS

Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applic...

INDUSTRY NEWS

Technology stocks are generally not overvalued if evaluated in terms of the longer-term changes that are occurring to the economy....

INDUSTRY NEWS

Financial planners, investment advisers, accountants, and all professionals who provide investment advice should be aware of the recent introduction of the prudent person...

INDUSTRY NEWS

Over the past five years, a lot of the fat has been trimmed from profit margins for banks on home loans. At the same time, profit margins for margin lenders remain robust...

INDUSTRY NEWS

By offering choice to employees, the superannuation industry is boosting the demand for financial advice. But super funds are going head to head with financial planning g...

INDUSTRY NEWS

Former Adviser Investment Services (AIS) planners Bill O'Sullivan and Debbie Thompson have decided to venture forth on their own, setting up financial planning group Trin...

INDUSTRY NEWS

A survey by Macquarie Portfolio Services has revealed that the knowledge of wrap services among advisers has escalated over the past 12 months, and particularly over the ...

INDUSTRY NEWS

Ipac Securities has entered the South African market with the purchase of a 50 per cent stake in the unit trust business of Brait SA....

INDUSTRY NEWS

ING Mercantile Mutual Bank, the only specialist bank in Australia which distributes mortgages solely through advisers, has launched a new home loan product with a unique ...

INDUSTRY NEWS

The recent surge in interest in hedge funds has spread to the retail market with the launch of Hedge Funds Australia (HFA) hedge fund....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 days 8 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 3 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

5 days 4 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 5 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 4 days ago