Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
AUSTRALIAN FINANCE
Policy & Regulation
The changes to super rules, passed by the Government, would force Australian retirees to rethink their retirement income approach in 2017, according to a study by a fund ...
Financial planning
An eight-year study has shown that female fund managers have continued to be underrepresented across the globe....
Financial planning
Cardena Private Wealth has joined Fortnum Financial Advisers after 14 years with AMP’s Hillross dealer group....
Financial planning
Synchron’s Don Trapnell said he intended to appoint a general manager within two years to enable him to begin his exit strategy process, while the firm also hired a compl...
Financial planning
The Big Four’s tainted reputations have not deterred their customers who are still rating their banks at least seven out of 10, according to DBM Consultants....
News
Consumers are looking for heightened security and greater efficiency in their digital banking activities, according to the World Payments Report. ...
Funds management
Almost half of all retail and institutional investors said gender diversity in investment management was not an issue for them....
Funds management
Stock market commentator, Marcus Padley, has introduced an aggressive strategy for investors and advisers for investing in Australian equity. ...
Funds management
Praemium has entered into an agreement to acquire self-invested personal pension provider, Wensley Mackay....
Funds management
The board of IOSCO identified common international examples of good practices that could be applied to CIS fees and expenses....
Financial planning
NAB Asset Servicing today announced the appointments of Ken Shaw to the position of general manager, sales and relationships....
Financial planning
Audit giant, KPMG, has announced two new appointments within its Sydney-based wealth management and superannuation advisory team....
Financial planning
Fintech start-ups can rely on third parties for sign off to meet their competence obligation but it isn’t clear whether they are liable if the start-up fails, a lawyer sa...
Financial planning
Financial advisers should focus on a gender-based approach to win more clients, according to AFA....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...