Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
CHIEF EXECUTIVE
People & Products
The Association of Financial Advisers (AFA) has appointed leading financial services researcher Dr Rebecca Shiels to its judging panel for the Adviser of the Year Award....
Financial planning
AMP has launched a new logo following its merger with AXA Asia Pacific's Australian and New Zealand businesses....
Financial planning
The happy days of all-expenses-paid trips and free tickets to the country's top events will end should certain Future of Financial Advice reforms relating to soft dollar ...
Superannuation
Dealer groups that want to increase their advisers' knowledge of self-managed superannuation funds (SMSFs) can now access a streamlined SMSF association membership and ac...
Superannuation
Super and accounting bodies have applauded the Australian Securities and Investments Commission's (ASIC's) guidelines on art and collectibles in self-managed super funds....
Financial planning
Macquarie Wrap has finally broken through to take out the top position on the Wealth Insights Platform Service Level Report Rankings, with Colonial FirstWrap rated second...
Superannuation
A trial arrangement between industry fund giant AustralianSuper and several financial planning dealer groups could lead to questions about the way advice services are str...
Superannuation
Self-managed super fund trustees are taking advantage of new limited recourse borrowing arrangements to invest in both property and other financial assets, according to S...
Financial planning
New Finsia head Russell Thomas has identified a renewed focus on the organisation's membership as a key priority as he starts his term as chief executive and managing dir...
Financial planning
AMP chief executive Craig Dunn has outlined how his company will approach the merger with AXA Asia Pacific, stating adviser retention and customer satisfaction will be tw...
People & Products
The Trust Company has made a number of key appointments following its acquisition of The New Zealand Guardian Trust Company....
Editorial
With climate change at the forefront of many investors’ minds, now may be the time to get started with an environmental, social and governance approach to investing...
Financial planning
The Government has not gone far enough to address the unintended consequences of excess contributions....
Financial planning
The Commonwealth Bank has reported a solid quarterly result despite subdued market conditions....
Financial planning
Responses from throughout the financial services industry have so far been lukewarm on last night's Federal Budget announcement, with some measures welcomed but some oppo...
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...