POWERED BY MOMENTUM MEDIA
DIRECTOR
Superannuation
The latest study compiled by AMP Capital Investors and Investment Trends regarding self-managed superannuation funds has revealed the burden of compliance and keeping abr...
Financial planning
Independent wrap provider, Netwealth Investments Limited, has expanded its market presence by adding to its online adviser offerings as well as signing up a number of new...
Financial planning
Banking giant, ANZ has beefed up its presence in the Australian equity market with the launch of Sentinel, its first capital protected equities trust....
Financial planning
Managed Investment Assessments has awarded APN Fund Management’s Property for Income Fund 2 its highest available rating – superior investment....
Financial planning
A Queensland-based private equity company has raised $1.5 million for an agribusiness project in six weeks, and now plans to move into funds management....
Financial planning
The Association of Financial Advisers is developing a ‘soft skills’ course for advisers in an attempt to help reduce the level of underinsurance in Australia....
Financial planning
A former group reinsurance officer of Zurich Financial Services Australia has been permanently disqualified from employment as a director or senior manager of a general i...
Financial planning
Self-managed superannuation fund balances are booming, according to SMSF provider Multiport, which has found in-specie transfers from assets such as listed shares, commer...
Financial planning
Ipac Securities has signed another financial planning practice through its unique equity partnering program, bringing the number of practices that have joined the financi...
Financial planning
Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...
Funds management
Australian retail investors will soon have the chance to put money into a UK listed hedge fund....
Financial planning
Australia’s shareholder, principles-based approach to corporate governance appears to be generating better outcomes than in other countries such as the United States, acc...
Financial planning
Melbourne research house Managed Investment Assessments predicts Australia’s property boom will end by 2010, warning investors to expect a sharp turndown in the property ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...