Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
CHIEF EXECUTIVE
Financial planning
The investment research team at ANZ-owned RI Advice Group, led by Dinyar Irani, is leaving to set up a portfolio construction company in partnership with Ray Miles’...
Financial planning
Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...
Accounting
Two years after the launch of Lonsdale Financial Group’s Catalyst for Financial Planners (CFFP) program, the group has developed a new stream that extends to accoun...
Financial planning
Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...
Accounting
Two years after the launch of Lonsdale Financial Group's Catalyst for Financial Planners (CFFP) program, the group has developed a new stream that extends to accountants....
Financial planning
The merger of First State Super and Health Super would create one of the biggest super funds in Australia....
Financial planning
AMP’s merger bid for AXA Asia Pacific has been cleared by AXA's independent directors, leaving few hurdles remaining....
Life/Risk
Australia’s tax regime should be amended to give insurance cover the same status irrespective of whether it is obtained inside or outside of superannuation....
People & Products
Well-known industry figure Greg Dunger has emerged as the new director of financial planning for non-institutionally owned advice firm Centric Wealth....
Financial planning
ASIC and APRA outed as being least transparent on use of coercive powers....
Financial planning
Suncorp has sold Tyndall Investments to Nikko Asset Management in a move to simplify its business....
Financial planning
AMP’s Dunn declares the merger with AXA AP will see a company with financial advice at its heart....
Financial planning
Interest rate rises aside, the Commonwealth Bank posted a strong September quarter helped by its wealth management division....
Editorial
As a political debate rages around the power of the major banks, Mike Taylor writes that far more is at stake than just home loan interest rates....
Superannuation
Superannuation funds should be made to separately detail the cost of providing intra-fund advice and advertising expenditure, according to Financial Planning Association ...
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...