Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

Australian clients are the most satisfied with their advisers in Asia, and come second in all major global markets, Legg Mason research showed....

INDUSTRY NEWS

An embarrassed ASIC has imposed license conditions on Comm FP and Financial Wisdom as short-comings in compensation arrangements are revealed....

INDUSTRY NEWS

CBA says it has worked with customers to “put things right”, after the corporate regulator moved to address inconsistent compensation to customers of two CBA-owned planni...

INDUSTRY NEWS

FPA uses Comm FP’s continuing troubles to restate case for separating product from advice....

INDUSTRY NEWS

A $200 million class action could be brought against the Commonwealth Bank-owned Financial Wisdom on behalf of thousands of investors who claim they lost money due to “ba...

INDUSTRY NEWS

The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...

INDUSTRY NEWS

IOOF has awarded State Street Global Advisors a $115 million active global equities mandate for its global managed volatility alpha strategy. ...

INDUSTRY NEWS

Sydney-based manager Redpoint has picked up an Australian shares mandate from MLC....

INDUSTRY NEWS

Northern Trust has appointed William Mak as its Asia Pacific region head, succeeding Teresa Parker. ...

INDUSTRY NEWS

AMP Capital has increased its stake in Europe's largest independent leasing company, Alpha Trains, increasing its shareholding from 14 per cent to 20.9 per cent. ...

INDUSTRY NEWS

IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....

INDUSTRY NEWS

IOOF will acquire SFG Australia in a $670 million transaction....

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...

1 day 21 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 1 day ago

So we are now underwriting criminal scams?...

6 months 1 week ago

Australian retirees could increase their projected annual incomes by as much as 51 per cent through comprehensive financial advice, according to a Vanguard study, but cos...

4 weeks 1 day ago

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

3 days 17 hours ago

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

3 weeks 3 days ago