Powered by MOMENTUM MEDIA
moneymanagement logo
 

NEWS

Bell Asset Management has announced a joint venture distribution partnership with US-based Spouting Rock Asset Management, creating a platform for Bell to launch its stra...

Former AMP financial adviser, David Fong, and his Perth-based company Fong Financial Planners have been charged with dishonest conduct....

The signing of the memorandum of understanding will see the two firms launch wealth management and retirement income solutions for Australian retail investors....

Digital hybrid advice is an answer for Australians excluded from advice due to high costs and for those who do not have ‘complex advice needs’....

Already making up a fraction of complaints, complaints about advisers have fallen 33% in the 2021/22 financial year so far, according to the Australian Financial Complain...

Small advisories will need to partner in networks to share technology solutions if they want to survive in a shrinking industry that is becoming more expensive to operate...

Consumers have indicated they are ‘more likely to save’ in the current market environment which poses an opportunity for advisers to ensure they are not letting clients’ ...

The Retirement Income Covenant is spearheading decumulation product innovation to help the “hunger for yield” retirees have, according to Challenger....

The Your Future, Your Super reform overlooks different investment approaches a trustee might take, including environmental, social and governance investing, according to ...

Pexa Group has reported a 42% growth in revenue, year-on-year, while addressing its first annual general meeting since publicly listing....

Dick Weil, who led Janus Capital during the merger with Henderson, will retire as chief executive of Janus Henderson in March 2022....

There is an ambivalence among investors to accept they are members of a failing investment scheme with the corporate regulator likening members of the Sterling Income Tru...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago