POWERED BY MOMENTUM MEDIA
AXA
Superannuation
In-house planners with the Commonwealth Bank will be expected to improve their SMSF skills, with Australia’s third largest dealer group signalling its intention to overha...
Financial planning
ASIC has delivered one of its most stinging criticisms of commission-based selling of financial planning advice, and called for dealer groups around the country to move t...
Superannuation
Fewer working Australians than last year believe their savings will be sufficient to fund their retirement, according to a new survey....
Financial planning
The financial advice community is divided on the FPA’s soon to be released principles on conflicts of interest, displaying mixed opinions on the appropriateness and likel...
Financial planning
Days after boutique research house Zenith released an assessment critical of the mortgage fund industry, another report has concluded that mortgage funds will find it inc...
Editorial
A booming Australian share market and strong growth in financial planning and wealth management products have resulted in a welcome boost to the bottom line of AXA Asia P...
Financial planning
AXA Australia has re-signed with IWL Limited for the supply of its financial planning software program VisiPlan over the next three years....
Financial planning
ING has made a three-pronged improvement to its OneAnswer platform through the addition 16 funds, a reduction in fees charged and an enhancement of the product’s online c...
Financial planning
Commonwealth/Colonial Group, Macquarie Bank and AMP continue to hold the highest value in total investment management, but AXA has reported the largest growth in funds fo...
Financial planning
Pure commission-based selling of financial advice or biased buyer of last resort practices are being rapidly dismantled as the Financial Planning Association puts the fin...
Financial planning
Despite the poor performance of the listed investment company market of late, fund manager HFA Asset Management has attracted a $120 million capital raising for Accelerat...
Financial planning
AXA and MLC, two of Australia’s largest dealer groups, have made changes to their adviser remuneration policies following the release of the draft of the FPA’s Principles...
Financial planning
Fund managers AXA and AMP outperformed the sector in terms of asset growth during the June 2005 quarter, according to preliminary findings of a Standard & Poor’s Market S...
Financial planning
Platform providers have again been left to play second fiddle to Colonial’s FirstChoice...
Life/Risk
Could compulsory life insurance be the answer to the chronic level of underinsurance in Australia? Ross Kelly reports....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...