Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

AMP Capital gains concentrated equities mandate from Nikko AM....

INDUSTRY NEWS

The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...

INDUSTRY NEWS

Questions are being raised about whether accountants who access limited licensing arrangements will accept conventional licensee remuneration models....

INDUSTRY NEWS

ASIC has pointed to its remediation work with Macquarie Private Wealth as one of its steps towards the regulator “doing a better job”. ...

INDUSTRY NEWS

The Australian Prudential Regulation Authority (APRA) is seeking reassurances from lenders that they will monitor lending standards, as concerns about the housing market ...

INDUSTRY NEWS

van Eyk’s creditors have voted to liquidate the company, as papers are drawn up for two potential buyers. ...

INDUSTRY NEWS

CBA is on the verge of losing the top spot for customer satisfaction, months after calls for a Royal Commission into its two of its planning businesses, a snapshot shows....

INDUSTRY NEWS

Australians are avoiding financial advice because of confusion about what a planner actually does, according to a report. ...

INDUSTRY NEWS

The FPA has named Neil Kendall as its new chair, along with making changes to its board....

INDUSTRY NEWS

ASIC has cancelled the licence of Custom Wealth Solutions Dealer Services after the group entered into external administration earlier this year....

INDUSTRY NEWS

A Queensland adviser has been given a hold on a five-year ban from ASIC following a hearing at the Administrative Appeals Tribunal....

INDUSTRY NEWS

The six largest financial planning institutions can expect a visit from ASIC which will examine their compliance with high-risk advice areas....

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...

5 days 14 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 5 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....

1 week ago

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

4 weeks 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 6 days ago