POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Confidence is growing among Australia’s small to medium-sized financial services sector business, despite difficult business, economic or industrial conditions, a report ...
INDUSTRY NEWS
The current crop of robo-advice tools available to advisers are limited and “devoid of personalisation” according to Intiger Asset Management founder, Mark Fisher....
INDUSTRY NEWS
Fintech start-up Suitebox has been crowned as the winner of KPMG’s global Fintech Innovation Challenge, receiving recognition in the mobile category....
INDUSTRY NEWS
New Roy Morgan research confirms that Australians still aren’t making genuine plans for their retirement until it is almost too late....
INDUSTRY NEWS
Robo-advice is continuing to make inroads but the demand for good face to face advice in Australia is still largely unmet....
INDUSTRY NEWS
ASIC has accepted an enforceable undertaking from a Queensland-based ClearView representative who failed to comply with financial services laws....
INDUSTRY NEWS
The Federal Government has been told that the voices of too few grass roots advisers have been heard in the FSI and PJC processes....
INDUSTRY NEWS
Financial advisers will need to up their information security game as sophistication and stealthy nature of information attacks have increased, according to Midwinter....
INDUSTRY NEWS
High net worth individuals looking to invest in technology are being urged to seek specialist advice as the sector slows down....
INDUSTRY NEWS
A former Macquarie Equities Limited representative has been banned from providing financial services following investigations by ASIC as part of its Wealth Management Pro...
INDUSTRY NEWS
JB Were has entered a research and distribution alliance with UBS as NAB takes full ownership....
INDUSTRY NEWS
Ex-financial adviser, Thanh Tu, will serve a minimum of three years in prison after pleading guilty to 33 counts of fraud and 21 counts of fraudulent falsification of rec...
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...