POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
With the rise of alternatives, Praemium has found high-net-worth investors are turning to financial advisers for help weighing up the various options. ...
INDUSTRY NEWS
Financial advisers in private wealth management companies are one of the most in-demand roles for this recruitment firm, sparking broader conversations about how to retai...
INDUSTRY NEWS
Bell Asset Management has appointed Andrew Stewart from Allianz Retire+ as its new head of retail sales to strengthen its adviser presence....
INDUSTRY NEWS
A financial adviser has been given a reprimand by the FSCP for contraventions under the Corporations Act regarding superannuation advice....
INDUSTRY NEWS
Copia Investment Partners has appointed Mac Dinsmore as distribution manager, working with wholesale clients. ...
INDUSTRY NEWS
The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model,...
INDUSTRY NEWS
The Australian Wealth Advisors Group has taken a 20 per cent stake in two Australian wealth management firms, having also made two investments last year....
INDUSTRY NEWS
A decade after being permanently banned from financial services, a former financial adviser will finally face court in WA following a failed bid to avoid extradition....
INDUSTRY NEWS
Only a third of Australians are willing to pay more than $500 for advice, thousands of dollars behind what advisers need to charge just to stay in business....
INDUSTRY NEWS
Generation Life CEO, Felipe Araujo, sees advisers as critical to the launch of its new longevity products, as it enters a strategic alliance with BlackRock....
INDUSTRY NEWS
Calder Wealth Management (CWM) has acquired a Melbourne-based financial planning business to strengthen its Victorian footprint....
INDUSTRY NEWS
Financial advice business models focused on holistic and investment advice have grown by just 2 per cent so far this financial year, according to Wealth Data....
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...