Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Sentry Group has teamed up with fintech provider, Intiger Asset Management, to provide a centralised back office administration and para planning solution to its advisers...
INDUSTRY NEWS
AMP has launched new design and technology enhancements to its web-based platform which supports AMP Elevate insurance....
INDUSTRY NEWS
ASIC has suspended the Australian financial services licence (AFSL) for Melbourne-based firm, Allegianz, for failure to lodge financial statements and auditor reports....
INDUSTRY NEWS
The AFA has elected a new board, the make up of which is an indicator to the mood of the organiastion’s upcoming annual conference and EGM....
INDUSTRY NEWS
The Federal Government has dropped the $500,000 super cap in key changes to its Budget super measures....
INDUSTRY NEWS
ASIC’s guidance of digital advice should apply to all financial advisers because of the way financial advice businesses are structured, lawyers believe....
INDUSTRY NEWS
While low fees are at the bottom of the priority list when investors pick a financial adviser, only 33 per cent of investors completely understand how they pay their advi...
INDUSTRY NEWS
A former Allianz financial adviser has been sentenced to five years' imprisonment, while ASIC has permanently banned her after she was caught allegedly stealing clients’ ...
INDUSTRY NEWS
The Commonwealth Bank of Australia has paid $180,000 for four infringement notices for breaches of responsible lending law....
INDUSTRY NEWS
ASIC has permanently banned a former AMP financial planner after he was found to have prioritised his own interests over that of his clients....
INDUSTRY NEWS
Most people believe a person providing information or advice on investing in property should have some level of formal property investment education or training, accordin...
INDUSTRY NEWS
Platform providers need economies of scale to leverage off a cost base, and agility to adapt to increasing complexity of the business, according to IOOF....
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?...