POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Under its licence, Fitzpatricks Private Wealth has aligned with Brisbane-based Highland Financial as it seeks culturally aligned, fee-based advisory businesses....
INDUSTRY NEWS
Yellow Brick Road has launched a Women in Finance Group to provide support for women in finance and small business operators working in a male-dominated space....
INDUSTRY NEWS
There is still a lack of female representation in leadership positions in the finance industry despite the rise in the number of women in the industry. ...
INDUSTRY NEWS
The lower premiums that go with group insurance do not always represent a better deal at claim time, according to Col Fullagar....
INDUSTRY NEWS
The Financial Services Council has defended the importance of the life insurance industry and pointed to a code of practice being in place in July....
INDUSTRY NEWS
One in three couples insist on keeping separate bank accounts, with more women refusing to merge money, according to a survey....
INDUSTRY NEWS
Paul Barrett’s Italian-funded AZ NGA has acquired Perth-based Wealthwise and aims to reach 12 acquisitions within 12 months....
INDUSTRY NEWS
NAB said former Victorian NAB adviser banned by ASIC left the bank in September 2013 after concerns were raised about his misconduct....
INDUSTRY NEWS
Employers need to be more proactive in how they attract top candidates and retain talent as there is a growing shortage of specialist skills, according to Marks Sattin....
INDUSTRY NEWS
There was bipartisan support for the Government’s move to provide an additional 30 days for advisers to send fee disclosure statements and opt-in notices to clients....
INDUSTRY NEWS
The Australian Securities and Investments Commission has revealed the degree to which it is scrutinising financial services transactions and the way they are reported....
INDUSTRY NEWS
Assistant Treasurer, Kelly O’Dwyer signals the Government is close to delivering the legislation to underpin adviser education and professional standards....
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...