Powered by MOMENTUM MEDIA
moneymanagement logo
 

ART completes global CEO hunt

Australian-retirement-trust/chief-executive-officer/ceo/

Australian Retirement Trust has announced who its next chief executive will be following outgoing CEO Bernard Reilly’s resignation in September.

Read more about:

AUTHOR

Count-Diverger deal reaches next stage ahead of February completion

Count-Financial/Diverger/mergers-and-acquisitions/

The proposed merger between Diverger and Count has reached the next stage of its proceedings ahead of an expected February completion date.

Read more about:

AUTHOR

ATO offers guidance on deductibility of advice fees

taxation/ATO/fees/advice-fees/

The Australian Taxation Office has provided updated rules on the tax deductibility of financial advice fees.

Read more about:

AUTHOR

Former AMPFP adviser banned for five years

AMPFP/amp/ban/

A former AMP Financial Planning adviser from Newcastle has been banned for five years after failing to manage conflicts of interest.

Read more about:

AUTHOR

Sequoia makes $2m acquisition

Sequoia/acquisition/M&A/

Sequoia has made a $2 million acquisition as it expands its product offering to deliver professional services to advisers.

Read more about:

AUTHOR

The super trustees receiving millions in remuneration

APRA/registrable-superannuation-entity/trustees/remuneration/

Some 16 super RSEs are paying over $1 million to their board of trustees, according to latest APRA data.

Read more about:

AUTHOR

ETF market bounces back after a two-month decline

ETFs/BetaShares/fund-launch/active-ETF/

Conversions from unlisted to active ETFs have accounted for half of the monthly ETF growth in November, driving an AUM of nearly $170 billion and marking a departure from previous monthly declines.

Read more about:

AUTHOR

SMSF Association welcomes new board member

AICD/SMSFs/smsf-association/boards/

Christine Franks has been appointed to the SMSF Association’s board as its governance expert in replacement of a former board member.

Read more about:

AUTHOR

Financial advisers strengthen ties with accountants

financial-advisers/accountants/Radar-Results/merger/M&A/

With a move towards servicing high-net-worth investors who are seeking a professional network, accountants and financial planners are working closer than ever before and presenting possible merger opportunities.

Read more about:

AUTHOR

Link adds to board as focus turns to RSS division

Link-Group/boards/OneVue/

Former OneVue chair, Gail Pemberton, has been appointed to the group of Link Group as the firm turns its focus to its Retirement and Superannuation Solutions division.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

4 days 18 hours ago

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

4 weeks 1 day 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 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 2 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks ago