Powered by MOMENTUM MEDIA
moneymanagement logo
 

NEWS

The corporate regulator has released guidance on how advisers should be giving records of advice provided under the temporary COVID-19 relief measure....

Ashish Kochar will replace Amit Lodha as portfolio manager of the global equities fund who has stepped down to spend more time in India with his family....

The cost of the single disciplinary body needs to be kept under control otherwise it will be another factor in driving up the cost of financial advice, according to indus...

Advisers should look at clients looking for one-off advice to build their prospective secondary client base, given that rising costs of advice delivery are driving down t...

The continuing profession development guidelines need to be addressed to remove duplication for tax financial advisers and there needs to be a consultation process which ...

Growth will be needed by investors in a risky environment like the one we are in, according Hamilton Lane....

A second failure of the You Future, Your Super performance test the next year was even higher as it would include nearly 90% of the same data, according Parametric Portfo...

Bentley Brett and Vincent will merge and be acquired by CountPlus member firm Unite Advisory for a total purchase consideration of $1.7 million....

Investors should focus on guarding for inflation, searching for income, seeking quality companies as well as looking beyond stocks and bonds for the remainder of 2021, ac...

The refinancing of the Royal Adelaide Hospital using social and green loans could set a precedent for public/private partnerships, according to Aberdeen Standard Investme...

Midwinter Financial Services has announced an integration with client engagement software provider, Moneysoft. ...

Consultation for the three-month registration requirement for November exam has been opened by the Financial Adviser Standards and Ethics Authority....

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...

5 days 21 hours ago

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

1 week 5 days 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 ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

4 weeks 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...

2 weeks 6 days ago