FINANCIAL PLANNING

INDUSTRY NEWS

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

INDUSTRY NEWS

Fiducian Group has appointed its next general manager of superannuation to lead its flagship super offering following the retirement of Ross Martin....

INDUSTRY NEWS

Centrepoint Alliance has hired a head of distribution for platforms and investment management as its new IconiQ platform goes live. ...

INDUSTRY NEWS

Inefficient data processes and systems mean advisers are spending over half of their time on product implementation and administration at the expense of clients, accordin...

INDUSTRY NEWS

With the regulator announcing its enforcement focus for 2025 last week, law firm Hall & Wilcox examines the areas which have dropped down the list in priority for the reg...

INDUSTRY NEWS

South Australian financial advice and accounting business Perks has extended its paid parental leave program from 12 to 26 weeks, putting it on par with big four firms....

INDUSTRY NEWS

Mason Stevens has tapped Investment Trends’ head of growth, alongside two other hires, to bolster its distribution team. ...

INDUSTRY NEWS

Professional services group AZ NGA has made its first acquisition since announcing a $240 million strategic partnership with US manager Oaktree Capital Management in Sept...

INDUSTRY NEWS

As Insignia Financial looks to bolster its two financial advice businesses, Shadforth and Bridges, CEO Scott Hartley describes to Money Management how the firm will achie...

INDUSTRY NEWS

Centrepoint Alliance says it is “just getting started” as it looks to drive growth via expanding all three streams of advisers within the business....

INDUSTRY NEWS

AFCA’s latest statistics have shed light on which of the major licensees recorded the most consumer complaints in the last financial year....

INDUSTRY NEWS

Four months after making its first equity partnership, the Australian Wealth Advisors Group has taken a second stake in a regional Victorian advice and accountancy firm. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

2 weeks ago

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

1 month 1 week 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 month 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks 3 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo