Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

Super funds declined for the first quarter of 2015/16 amid market volatility and significant exposure to equities, SuperRatings data showed....

INDUSTRY NEWS

Prescott Securities has appointed Malcolm Caire as its head of advisory to lead its family office concept....

INDUSTRY NEWS

Despite moves to make the advice industry more transparent, it was surprising that direct property was still not a financial product, according to financial planner Lisa ...

INDUSTRY NEWS

ASIC has announced the permanent banning of a former Westpac authorised representative from providing financial services....

INDUSTRY NEWS

Advisers need to objectively test the risk tolerance of all investors and should not superimpose their own preferences, FinaMetrica believes....

INDUSTRY NEWS

Former Zurich business development manager, Jason Milosevski, has been appointed as Synchron’s Victorian state manager....

INDUSTRY NEWS

The FPA said the recent life/risk debate focused on remuneration rather than the quality of advice as it launched an advice guide....

INDUSTRY NEWS

Westpac responds to new liquidity requirements with a rise in interest rates and a $3.5 billion capital raising....

INDUSTRY NEWS

A mortgage broking firm has changed its Chinese-language advertisements after ASIC was concerned their statements could be misleading or deceptive....

INDUSTRY NEWS

As a pure investment house, BTIM believes asset management firms are steering towards providing more solutions than just beta products, as investors demand more income in...

INDUSTRY NEWS

Specialist lawyer urges advice firms to be wary of any moves by ASIC to have licensees trade away the monetary limits applying to EDR schemes such as FOS....

INDUSTRY NEWS

The paper on an industry funding model for ASIC fails to highlight its merits compared to alternative models working well in other jurisdictions, the Governance Institute...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 days 8 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 3 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

5 days 4 hours ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

3 weeks 5 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

2 weeks 4 days ago