Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

Planners unsure about FDS provision ahead of month-end deadline ...

INDUSTRY NEWS

The FPA has urged the Financial System Review to consider the role and benefits of Self-Regulatory Organisations in the financial sector....

INDUSTRY NEWS

Financial markets will continue to be torn between the improving global economy and concerns about policy, an investment manager believes. ...

INDUSTRY NEWS

Non-major lenders triple market share of new fixed-rate loans, with ME Bank leading the way peaking at 13.8 per cent in November....

INDUSTRY NEWS

WA-based online software provider Decimal set to list on ASX and shift to east coast before rollout to planners....

INDUSTRY NEWS

Fifty years to the day after joining the Commonwealth Bank, Barry Lambert ends his involvement with Count Financial....

INDUSTRY NEWS

Signs are emerging of an upturn in merger and acquisition activity in the financial planning and accounting space....

INDUSTRY NEWS

The Finance Sector Union is currently battling Westpac Group over what it calls an unreasonable increase in sales targets....

INDUSTRY NEWS

The Australian Securities and Investment Commission has raised concerns with TAL Direct over its advertising of its funeral insurance....

INDUSTRY NEWS

Wealth management group Praemium has reported a 70 per cent jump in funds on its SMA platform....

INDUSTRY NEWS

Beacon head of compliance replaced after former staffer leaves to start compliance service....

INDUSTRY NEWS

Kohler-founded Eureka Report obtains an AFSL to deliver buy-and-sell advice....

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 week 6 days ago

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

2 weeks 6 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

2 weeks 1 day 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...

4 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 5 days ago