Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Support for a compulsory retirement savings system in New Zealand continues to gain ground according to the latest SaverPulse survey. Head of the Investment Savings and I...
INDUSTRY NEWS
Commission disclosure for life insurance products is no stranger to controversy. Gareth Cosslett asks if the latest battle, concerning two pieces of key financial service...
INDUSTRY NEWS
Enthusiasm for the inaugural conference of the Financial Planners and Investment Advisers Association (FPIA) appears muted with attendance numbers projected to fall below...
INDUSTRY NEWS
J B Were Trusts has swapped international equity investment mangers, changing from Morgan Stanley to Wellington Management Company LLP....
INDUSTRY NEWS
Merrill Lynch has made its much-anticipated first move into distribu-tion by recruiting financial planners as part of a plan to reposition itself as a total financial sol...
INDUSTRY NEWS
NSP Buck's personal financial services division hopes to double its planner numbers by December in an aggressive move on the retail fi-nancial planning market....
INDUSTRY NEWS
Investment performance is still the most important consideration for clients de-ciding which product to invest in, a funds management and consumers study has found....
INDUSTRY NEWS
In less than a fortnight, the first conference to combine wholesale and retail financial services kicks off in Melbourne. Two of the IFSA conference's keynote speakers sp...
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
As part of a new drive into the retail market, Dresdner RCM Global Investors (DRCM) has acquired Jardine Fleming Australia's unit trust business in Austra-lia. ...
INDUSTRY NEWS
Profits for margin lending providers are artificially high, according to an industry figure....
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....
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?...