POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
ASIC was active in the first quarter of 2025 with several financial adviser bannings and court action, while the FSCP also handed down outcomes to advisers....
INDUSTRY NEWS
With a joint venture announced between WT Financial and Merchant Wealth Partners, the firm may have a US background, but partner David Haintz has a long history with Aust...
INDUSTRY NEWS
The big four bank is set to see $40 million per annum in cost savings as it continues to migrate customers from its Asgard wealth platform to BT Panorama by FY26....
INDUSTRY NEWS
AMP North has added three new managers to its range of managed accounts for financial advisers and also extended its existing partnership with Betashares....
INDUSTRY NEWS
Advice licensee WT Financial has announced a 50/50 joint venture with the Australian subsidiary of a US financial advice investor....
INDUSTRY NEWS
Wealth managers will need to reach aggressive short-term goals to grow their assets under management, according to Natixis Investment Managers, but Asia-Pacific has the l...
INDUSTRY NEWS
With a rising number of licensees opting for bespoke managed accounts, a panel of experts has shared what firms need to know before going down the custom route....
INDUSTRY NEWS
ASIC has banned a Queensland adviser from providing financial services for five years after failing to provide appropriate advice that was in the best interest of his cli...
INDUSTRY NEWS
Netwealth research has uncovered the top reasons why advised clients stop seeing their financial adviser, despite clients’ perception of value growing over time. ...
INDUSTRY NEWS
With ASIC suing FIIG Securities for alleged failures in its cyber security measures earlier this month, two firms have urged AFSLs to stay vigilant against ongoing cyber ...
INDUSTRY NEWS
Minister for Financial Services, Stephen Jones, has said it is not a “backdoor attempt” by the government to allow the new class of adviser to provide full advice....
INDUSTRY NEWS
The financial advice industry has seen a net loss after 10 consecutive weeks of net growth in adviser numbers, according to Wealth Data....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...