POWERED BY MOMENTUM MEDIA
CHIEF EXECUTIVE OFFICER
Editorial
A 5 per cent increase in first quarter funds under management by Perpetual Investments has encouraged the group to forecast a 10 per cent increase in interim after-tax op...
Financial planning
Records of advice have been included in a revised version of the Financial Planning Association’s guide on the development of effective Statements of Advice, released yes...
Financial planning
The Financial Planning Association has called for changes to be made to the Financial Services Reform Act to ease the burden of compliance on financial planners and make ...
Financial planning
The retail offer for the Sydney Roads Group capital raising has been launched today....
Financial planning
OFM Investment Group, formerly known as the Over 50s Mutual Friendly Society, is to be the exclusive reverse mortgage product supplier of the Australian Association of In...
Accounting
WHK has further strengthened its presence in the New Zealand market by acquiring Sherwin Chan & Walshe, an accounting firm based in Wellington....
Financial planning
Aviva has signalled it is on the acquisition trail with a senior appointment to look after future deals....
Financial planning
Homebuyers are turning to the Internet for their main source of information on mortgage products, a new survey has found....
Financial planning
Perennial emerged as the stand-out performer within the IOOF Group, increasing wholesale funds under management by 50.2 per cent to $15.4 billion, according to IOOF chief...
Financial planning
SAITeysMcMahon has taken the first steps towards a float next year....
Editorial
A net profit of $7 million by its financial planning arm, including Genesys Wealth Advisers, has helped Challenger lift its group net profit by 12.3 per cent to $134.3 mi...
Financial planning
St George Group has surprised the market by announcing changes to the structure of its wealth management and retail financial services division, resulting in the departur...
Funds management
Wealth management services provider Bravura Solutions has foreshadowed development of new wealth management applications over the next year to maintain the strong results...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...