POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
The financial advice industry is experiencing a “champagne problem” regarding pricing, with advice firms seeing no need to cut their prices to remain competitive. ...
INDUSTRY NEWS
Marking a decade offering managed accounts in Australia, BlackRock has elaborated on the changes it has seen in their usage by financial advisers, with net client flows r...
INDUSTRY NEWS
AZ NGA’s CEO has unpacked how its recent $345 million debt facility from Barings will accelerate its advice network’s growth ambitions, and allow its largest firms to acc...
INDUSTRY NEWS
Research by Colonial First State has found women are reluctant to make retirement preparations, despite 62 per cent saying they feel that they are unable to achieve a com...
INDUSTRY NEWS
Managed accounts saw net inflows of $14.3 billion in the six months to 31 December, according to the latest IMAP FUM census....
INDUSTRY NEWS
The increased bids for Insignia from Bain and CC Capital value the company at $3.3 billion, while there is still a possibility for competing bids from rival players such ...
INDUSTRY NEWS
AMP and Clime Investment Management have shared how they are harnessing the power of social media to help the firms reach a younger demographic and increase brand awarene...
INDUSTRY NEWS
The number of Australian individuals with more than US$10 million in assets has passed 42,000, rising by 3.9 per cent over the past year....
INDUSTRY NEWS
A former Northern Territory financial adviser has received a seven-year ban from ASIC, having been convicted of supplying dangerous drugs and receiving or possessing the ...
INDUSTRY NEWS
Both Bain Capital and CC Capital have made revised bids for Insignia Financial after completing a period of due diligence....
INDUSTRY NEWS
The advice industry has reached triple-digit gains for the calendar year to date, with two licensees seeing gains of five during the week....
INDUSTRY NEWS
Targeting market leadership in digital advice, Bravura’s digital solutions are now available to over 6 million superannuation fund members. ...
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...