Powered by MOMENTUM MEDIA
moneymanagement logo
 

NEWS

Ultiqa Lifestyle Promotions is being sued by the corporate regulator for providing financial advice that was not in customers best financial interest....

AMP will close its involvement in life insurance in Australia and New Zealand with the divestment of its equity interest in Resolution Life Australasia for $524 million....

Companies and funds should “make a difference, not a statement” when it comes to acting on climate change, according to Ninety One, and reward those companies which are a...

Technology investments can help avoid planners being overwhelmed and burdened with inefficiency, according to Findex. ...

Loyalty from advised clients has increased in 2021 with 75% intending to continue their existing adviser relationship, up from 62%, according to Investment Trends....

Schroders manager, Mihkel Kase, has doubled the cash weighting to 20% on its Absolute Return Income fund in expectation of credit market volatility....

As the economy transitions to low carbon, there are serious headwinds for certain companies not prepared for that transition, according to Stewart Investors....

Invitations are open for the Financial Planning Association of Australia’s Women in Financial Planning Mentoring Program....

The registration of financial advisers under the Better Advice Act will occur in two stages with the second commencing once the register transitions to the Australian Tax...

The combined group has over 1,300 licenced and self-licensed advisers and ClearView will have 25% voting power....

While acknowledging the strategic benefits of a $785 million merger with Netwealth, Praemium believes the current proposal undervalues its business and is not in the best...

The corporate regulator has been probed on if it has been investigating whether Industry Super Australia engaged in misleading or deceptive conduct regarding claims of su...

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...

2 weeks ago

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

3 weeks ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

2 weeks 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...

4 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 ...

2 weeks 6 days ago