POWERED BY MOMENTUM MEDIA
PEOPLE & PRODUCTS
INDUSTRY NEWS
Netwealth has announced Matt Heine will assume sole duty as managing director with effect from 1 October....
INDUSTRY NEWS
Julie Lander, CEO of CareSuper, is to step down from the role after more than 21 years with the fund....
INDUSTRY NEWS
Lonsec has added to Netwealth’s Global Specialist Series Managed Account range, by launching Lonsec GSS Index Plus....
INDUSTRY NEWS
MLC Asset Management has expanded its range of managed account strategies to include conservative and high growth options in response to market demand from advisers for m...
INDUSTRY NEWS
Duncan West has been named as the new chair of Challenger, to replace incumbent Peter Polson after he retires on 27 October 2022....
INDUSTRY NEWS
Fiducian Group has reported net inflows of $309 million – its highest ever – for 2022 financial year from its network of 86 financial advisers, its results show....
INDUSTRY NEWS
Professional services utility, AZ Next Generation Advisory, and national financial advisory business, Invest Blue, have joined forces to co-invest in Australian-owned, Ph...
INDUSTRY NEWS
Capitaliz, a digital platform for financial advisers and accountants that measures value creation for privately-owned businesses and delivers succession planning advice a...
INDUSTRY NEWS
MSC Trustees has appointed Ruth McCelland and Steven O’Connell as non-executive directors of its board. ...
INDUSTRY NEWS
Count Financial has approved DASH Technology Group’s software suite, including its digital statement of advice capability, for use across its adviser network....
INDUSTRY NEWS
Wrap platform North has added a further 12 managed portfolios to its investment menu, together with an additional 21 new investment options....
INDUSTRY NEWS
Alternative asset management firm Jameson Capital has appointed its first chief operating officer, Philippa Davies....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...