POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
Westpac most recommended by business customers, while Commbank and NAB hold the consumer space....
INDUSTRY NEWS
Rubik Financial Limited has entered an agreement with Revex Solutions around COIN acquiring Revex and a four-year exclusive reseller agreement....
INDUSTRY NEWS
Credit Suisse has moved to extend its strategic partnership with First NZ Capital via the formation of a new business aimed at the Australian small-cap sector....
INDUSTRY NEWS
The majority of chief executives in Australia believe technology plays a significant role in developing and bringing new financial products to the Asian market, according...
INDUSTRY NEWS
Planners who specialise in SMSF advice derive almost half of their revenue from this advice ...
INDUSTRY NEWS
A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...
INDUSTRY NEWS
Confronted by a Senate Committee inquiry, ASIC has delivered a highly detailed enforcement report and pointed to the likelihood of FOFA uncovering legacy issues....
INDUSTRY NEWS
Grant Holley, the head of law firm Holley Nethercote, suggests planners take a number of steps in the wake of FOFA’s official start....
INDUSTRY NEWS
Equity Trustees requests mutual due diligence access after Trust said it would seek further information on take-over bid...
INDUSTRY NEWS
Fair Loans Foundation has entered into an enforceable undertaking under which it will refund 864 consumers around $157,000 in overcharged interest. ...
INDUSTRY NEWS
With an aging population, IOOF WealthBuilder is increasingly being used as part of a strategy which has the potential to deliver significant benefits to those preparing t...
INDUSTRY NEWS
When AFA chief Brad Fox asked Roadshow attendees in Sydney to put their hands up if they thought the financial advice industry was a profession, only 5-10 per cent of peo...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...