Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
May is quickly emerging as the month of the revolving door, as a num-ber of senior executives in the funds management industry take leave of their high profile positions....
INDUSTRY NEWS
Direct share trading for financial planners has taken another leap forward with the ASX awarding the first Third Party Clearing (TPC) broker status to a Melbourne firm. A...
INDUSTRY NEWS
Macquarie's latest private equity fund has been a hit with retail investors, with the fund closing oversubscribed....
INDUSTRY NEWS
Austock has boosted its exempt market business with Esanda to offer up to $5.4 billion of fixed interest through debentures and unsecured notes through an ini-tial listin...
INDUSTRY NEWS
The funds management arms of ANZ and St George have both moved to establish in-dex funds in a drive to provide low cost managed funds to retail investors. Both of the ban...
INDUSTRY NEWS
Those retirees who have not gifted this pension year should consider giving a hand out quickly if they want to benefit before changes in social security gifting rules, an...
INDUSTRY NEWS
The first eight paintings sold at Christie's Melbourne auction last month all went for double their estimates. On face value, it looked like the great art market boom was...
INDUSTRY NEWS
Most traditional value managers have been languishing at the bottom of the performance charts over the past year, but not Perpetual In-vestments. The group grabbed third ...
INDUSTRY NEWS
1.Name: David Treacher. 2. Job Title: Financial planner. 3. Dealer group: AMP Financial Planning. 4. Age: 41. 5. Qualifications: DFP 1-7 completed, DFP 8 to be compl...
INDUSTRY NEWS
It is timely to reflect on our industry. Not because of the millen-nium, but because over the last twelve months or so we have seen a changing of the guard in the indust...
INDUSTRY NEWS
Within the IFSA membership the 770 page Wallis report gathers no dust. It is often referred to when the industry is preparing position statements on the CLERP 6 process. ...
INDUSTRY NEWS
In recent years, there has been no shortage of agricultural schemes, usually with generous tax breaks, to tempt investors. Birds, trees, fruits and plants have all been o...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...