POWERED BY MOMENTUM MEDIA
NEWS
Praemium research has uncovered that less than one in 10 financial advice practices have a formal, documented intergenerational wealth transfer strategy in place....
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford are joined by AMP’s chief economist, Shane Oliver, to discuss the ever-evolving ...
One licensee has lost 27 advisers in the past week, now sitting at zero, according to the latest Wealth Data figures....
AFCA remains firm on its stance that industry failures occurring in the financial advice sector are fundamentally an advice issue, rather than a product issue....
A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...
The corporate watchdog is suing FIIG Securities for alleged failures in its cyber security measures, describing the matter as a “wake-up call” to all licensees....
Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform...
Principal Asset Management has appointed a global head of real estate research and strategy. ...
Three months on from the first Insignia Financial bid from Bain Capital, what developments have taken place and how have the firm’s shareholders benefitted? ...
The Australian Financial Complaints Authority has shared how much its member fees will rise in the next financial year. ...
Advisers may say they struggle to meet their ethics CPD requirements, but the learnings are paying off as research finds it has helped to reduce adviser misconduct and fi...
Lonsec Investment Solutions (LIS) is set to launch a new alternative asset investment solution for financial advisers and their high-net-worth (HNW) clients....
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...