Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
CHIEF EXECUTIVE
Financial planning
The listed and direct property sectors continue to face challenges, but it is not a case of either or, writes Caroline Munro....
Financial planning
Financial planning companies were lining up to voice their aspirations to list on the Australian Securities Exchange but the global financial crisis has changed the dynam...
Financial planning
Having Bill Shorten come in and look over the industry with a fresh set of eyes cannot be a bad thing, according to Schroder Investment Management chief executive Greg Co...
Life/Risk
Tower and Virgin Money have entered an alliance to deliver insurance combining brand capability with back-office efficiencies....
Financial planning
Professional Investment Holdings will cut up to 10 per cent of its workforce as it restructures ahead of its proposed merger with Centrepoint Alliance....
Financial planning
A survey of over 300 senior business people has revealed a greater awareness of the importance of risk management after the global financial crisis....
Financial planning
The Financial Services Council has urged the industry to adopt a common agenda to deal with the new dynamic in Canberra....
Financial planning
Bridges Financial Services is set to launch two new investment plans in its established portfolio service platform aimed at providing solutions for the less active client...
Financial planning
The FPA has launched an online education tool designed to help planners through the early trust building phase of a client relationship....
Financial planning
Allegations of breaches of corporate confidentiality have been made against AXA-owned dealer group Genesys Wealth Advisers by the former chair of its National Advisory Co...
Financial planning
The chief executive of van Eyk Research, Mark Thomas, has explained the remuneration relationships between some of his research houses’ key dealer group clients and...
Financial planning
Big industry fund Club Plus has set up an in-house financial planning service backed by Mercer....
Financial planning
Challenger has put forward a so-called five-point restructuring plan for its 25-year-old Howard Mortgage Fund....
Financial planning
The next big step in ESG research needs to be the standardisation of data and disclosure....
Superannuation
AIST offers to work with Coalition to develop bipartisan support for key financial services issues....
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...