Powered by MOMENTUM MEDIA
moneymanagement logo
 

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...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 week 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 2 days ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 1 day ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

1 week 6 days ago