POWERED BY MOMENTUM MEDIA
PEOPLE & PRODUCTS
INDUSTRY NEWS
The financial software provider has announced its acquisition of WealthConnect, a digital advice practice management and CRM system. ...
INDUSTRY NEWS
The Quality of Advice Review needs to be enacted “urgently” to allow the industry to rebuild, according to HUB24’s chief executive, Andrew Alcock, as the firm acquires cl...
INDUSTRY NEWS
AMP Advice has partnered with fintech firm Frollo to provide advisers and their clients with access to its open banking technology. ...
INDUSTRY NEWS
An Australian asset manager has launched a global credit fund after acquiring a New York-based investment management group....
INDUSTRY NEWS
Research house SQM Research has launched Shares Professional to help advisers rank ASX 200 companies. ...
INDUSTRY NEWS
The wealth platform has announced it is partnering with Citi Securities Services for custody and funds administration services as it looks to expand its offerings....
INDUSTRY NEWS
Perpetual small-cap manager, Jack Collopy, is to depart the asset manager after more than 20 years and the firm has appointed two co-portfolio managers to take over....
INDUSTRY NEWS
Investment strategist Frank Uhlenbruch is to leave Janus Henderson after almost 30 years. ...
INDUSTRY NEWS
ClearView Wealth has appointed a new chief executive as managing director, Simon Swanson, departs after 12 years....
INDUSTRY NEWS
Money Management is pleased to announce the launch of a new weekly podcast that explores the people, products and strategies shaping Australia’s financial services indust...
INDUSTRY NEWS
A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group. ...
INDUSTRY NEWS
Hostplus and Industry Fund Services are the latest sign-ups to Iress’ new tool that combines digital advice with personalised financial education based on member demograp...
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...