Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Commonwealth Bank of Australia consumers who have not claimed funds left on expired Travel Money Cards within 12 months of the expiry will no longer forfeit the cash to t...
INDUSTRY NEWS
Financial advisers are among the most likely professionals to be eradicated by technology or “robo-advice” – a prognosis that has drawn both disbelief and opportunism fro...
INDUSTRY NEWS
MFAA claims mortgage brokers have not been through any major scandals as a result of lower levels of risk and the application of higher professional standards...
INDUSTRY NEWS
Strong performances across a range of categories has seen Mercer’s standing among financial planning dealer groups rise, the second part of Money Management’s Rate the Ra...
INDUSTRY NEWS
AFSLs need to be wary of equity-based crowd-funding platforms that may want to piggy-back off them as a temporary home, The Fold said....
INDUSTRY NEWS
Commodity derivative exchange the Chicago Mercantile Exchange (CME) has been granted a clearing and settlement (CS) facilities licence....
INDUSTRY NEWS
The Findex acquisition of Crowe Horwath has hit headwinds with Barry Lambert claiming the bid does not offer sufficient value to shareholders....
INDUSTRY NEWS
Industry funds are as vertically integrated as anyone else and are guilty of hypocrisy when criticising such structures, according to Fiducian platform head, Patrick Jack...
INDUSTRY NEWS
Property giant Ray White has moved to distance itself from family-owned Wealth Market, stressing it will have no directional affiliation with the soon-to-be-launched vent...
INDUSTRY NEWS
Leading the way after the first part of the Money Management Rate the Raters survey, Lonsec's place as the number one research house was put under pressure when the deale...
INDUSTRY NEWS
Paradigm Wealth Management has almost doubled its funds under management to $350 million following its acquisition of Portfolio Managers....
INDUSTRY NEWS
Fiducian managing director, Indy Singh points to shape of company after forthcoming corporate restructure. ...
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?...