Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
ASIC releases rules that apply Australia’s compulsory central clearing regime for over the counter (OTC) derivatives of financial institutions....
INDUSTRY NEWS
The Association of Financial Advisers has warned against the costs and duplication associated with allowing licensees to have their own codes of conduct....
INDUSTRY NEWS
Household debt in Australia is four times what it was in 1988 on the back of historically low interest rates and low unemployment. ...
INDUSTRY NEWS
Former Secuitor practice, Experience Wealth, has gone it alone with an AFSL aimed directly at Gen X and Y clients....
INDUSTRY NEWS
Perpetual will continue to expand its advice services for medical specialists through its acquisition of Fintuition....
INDUSTRY NEWS
Seniors downsizing will not improve their quality of life and sale proceeds of their home will not manifest into something contributory, Money Quest believes....
INDUSTRY NEWS
A South Australian accountant has been ordered to pay more than $400,000 plus costs after advising a client to invest substantial sums in failed agriculture schemes....
INDUSTRY NEWS
The FPA welcomed former FPA chair, Julie Berry’s appointment to the Tax Practitioners Board, saying she would represent financial advisers....
INDUSTRY NEWS
More Australians were sacrificing or delaying life goals in order to be able to buy a home and afford a mortgage, a survey shows....
INDUSTRY NEWS
MDS Financial Group will rebrand as Sequoia Financial Group Limited, after shareholders approved the name change....
INDUSTRY NEWS
Five Victorian boutique financial advisory firms have moved from wrap platforms to MDA services in partnership with Managed Accounts Holdings. ...
INDUSTRY NEWS
The AFA has called on the Government to fund or subsidise a financial literacy program to help close the gender gap in retirement....
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?...