Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL PLANNING

INDUSTRY NEWS

ASIC defends its use of industry experts and insists such practices are subject to robust conflict management....

INDUSTRY NEWS

The avalanche of financial planning changes in the last year has left institutions with more orphan clients than real clients, a veteran adviser believes. ...

INDUSTRY NEWS

As the big banks move their focus away from advice, financial planners will most likely return to the non-aligned space, lawyer says....

INDUSTRY NEWS

Australian business confidence showed signs of weakening across all states in November following strong gains in the months after the Federal election, according to the l...

INDUSTRY NEWS

The Australian Securities and Investments Commission (ASIC) wants to shut down a Tasmanian debenture firm, which it says failed to meet the strict legal requirements of i...

INDUSTRY NEWS

A new ABS survey reveals that while recent retirees are still exiting the workforce at around 60, future retirees are expecting to retire after 65....

INDUSTRY NEWS

ASIC rejects suggestions that an exemption allowed for generic online calculators compromised its regulatory approach....

INDUSTRY NEWS

Almost a third of advised Australians last heard from their financial planner more than a year ago, which puts them “at risk” of switching, a report says....

INDUSTRY NEWS

North American play costs QBE $250 million this year....

INDUSTRY NEWS

Investigations into the fall of Opes Prime have led ASIC to unveil a series of alleged market manipulations from a Melbourne businessman....

INDUSTRY NEWS

Industry stalwart Louise Biti has launched a new business offering aimed at assisting financial advisers deal with providing aged car advice....

INDUSTRY NEWS

Legg Mason moves to attract retail investors and SMSFs by dropping initial investment minimums to $30,000....

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...

2 weeks 1 day ago

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

3 weeks 1 day 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 3 days 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 ...

3 weeks ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week ago