Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
CHIEF EXECUTIVE
Financial planning
The Financial Planning Standards Board has released a guidance document in support of supervised work experience for financial planning entrants....
Financial planning
Former Aviva Australia chief executive Allan Griffiths has resurfaced with the company in Singapore....
Financial planning
DKN Financial Group believes the proposed ban on commissions and volume-based rebates will not affect the fees it receives under its existing distribution contracts with ...
People & Products
Count Financial subsidiary Countplus has paved the way for listing by making changes to its executive team and issuing its prospectus with the corporate regulator ahead o...
Funds management
Australian Unity Investments has announced the opening of the Seres Asian Equity Opportunities Fund for Australian retail and institutional investors....
Editorial
Financial planners may be upset with the major institutions for failing to counteract the negative campaign by the industry super funds, but now the focus must be on the ...
Financial planning
Bell Direct has implemented a client trading facility on its Desktop Broker adviser-based equity trading platform....
Financial planning
Van Eyk Research has made staff cuts across its research, product, sales and IT teams in addition to losing head of distribution Michael Angwin....
People & Products
Vanguard Investments Australia’s chairman and managing founder, Jeremy Duffield, will retire at the end of the year....
Editorial
Westpac has posted a strong profit increase assisted by BT, the St George merger and mortgage gains....
Financial planning
Challenger’s Howard Mortgage Fund has become the first mortgage trust to resume commercial lending....
People & Products
St George Private Clients has appointed a state head of Queensland and Western Australia following a recent restructure that demonstrates a renewed focus on private banki...
Financial planning
The FPA will use its annual conference this month to outline a new direction as a professional association....
Financial planning
The Treasury has deferred the application of the National Tax Agent Services regime to financial planners until 1 July, 2011, a move which has been applauded by financial...
Financial planning
BTIM nominates adviser space as a point for expansion....
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...