Powered by MOMENTUM MEDIA
moneymanagement logo
 

Search Page

Displaying results 167781 - 167800 of 185207

 

As the financial services industry is rocked by the Royal Commission, the Financial Planner of the Year, Ben Travers, cites his independence as his biggest pride in his p...

Financial planning • 11 May 2018

Nearly a quarter of income protection claims involve mental health conditions, according to ANZ claims data....

Life/Risk • 11 May 2018

Giving clients advice with the same care with which he would his parents has seen Chris Cynkar of RSM win Paraplanner of the Year....

Financial planning • 11 May 2018

A drive for client-centric practice coupled with an impressively extensive career in finance, has led Caleb Dozzi of Dozzi Financial Advice, to succeed in the Young Achie...

Financial planning • 11 May 2018

Former Financial Planning Association chairperson and chair of the Institute of Financial Advisers in New Zealand, Julie Berry is this year’s winner of the Lifetime Achie...

Financial planning • 11 May 2018

Legg Mason has gone back to back in being named the 2018 Money Management/Lonsec Fund Manger of the Year, confirming the investment strength of the Melbourne-based busine...

Funds management • 11 May 2018

The Finance Sector Union is arguing that the existing financial services regulatory regime has been found wonting and that the Royal Commission needs to recommend impleme...

Policy & Regulation • 11 May 2018

AMP Limited has defended grandfathering and has suggested removal of the arrangements would be tantamount to retrospective legislation....

Financial planning • 11 May 2018

The Financial Planning Association has told the Royal Commission that grandfathered commission arrangements should be phased out over the next three years....

Financial planning • 11 May 2018

Perpetual has appointed former Challenger Funds Management chief executive, Rob Adams as its new CEO....

People & Products • 11 May 2018

Capital Funds Management’s CFM Institutional Systematic Diversified Trust A has taken out the alternative strategies category of the 2018 Fund Manager of the Year Awards....

Awards • 11 May 2018

A sensible and steady approach has seen the OC Dynamic Equity Fund take out the highly contested Australian Small Cap Equities award for 2018....

Awards • 11 May 2018

With a long track-record of success, Folkestone Maxim Property Securities credited its win to a consistent strategy of top-down and bottom-up stock picking, and maintaini...

Awards • 11 May 2018

A strong track record of outperformance and historic resilience in tough markets has led Bennelong’s Australian Concentrated Equities Fund to take out the Australian Larg...

Awards • 11 May 2018

The winner of the Money Management/Lonsec Fund Manager of the Year Award in the Global Equities category, has one very simple aim of delivering long-term capital growth t...

Awards • 11 May 2018

Munro Partners’ Global Growth Fund was established after recognising a gap in the global growth market, now priding itself on being the only growth manager with an absolu...

Awards • 11 May 2018

Staying index-unaware and favouring a high-conviction strategy saw Quay Global Investor’s (QGI’s) Global Real Estate Fund succeed in the Global Property Securities catego...

Awards • 11 May 2018

The investment process is built around the simple principle that the best way to preserve and enhance wealth over the longer term is to “buy a good business at a good pri...

Awards • 11 May 2018

It’s all about doing the right thing for clients and taking clients’ trust extremely seriously when it comes to the exchange-traded funds (ETFs) space, according to the w...

Awards • 11 May 2018

Pinebridge’s skew to growth assets in 2017 helped it to deliver a strong performance relative to peers....

Awards • 11 May 2018
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’...

5 days 9 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 2 days 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 1 day 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 1 day 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