Powered by MOMENTUM MEDIA
moneymanagement logo
 

DIRECTOR

Financial planning

A convicted executive has had his sentence upheld in the High Court following the dismissal of an appeal against five charges of fraud made by the Australian Securities a...

Financial planning

APN Funds Management rated highest amongst the six star rated property funds for having a good stable team delivering good consistent returns....

Editorial

The financial planning industry in the UK is in a state of flux. Lisa Bowman reports....

Financial planning

AMP Australian Financial Services has selected Asgard as the service provider for its e-wrap platform following an extensive due diligence process of potential providers....

People & Products

Navigator managing director Marc Mengler will step down from the role this Friday, stating “given the recent changes, it was a good time to leave”....

Financial planning

The corporate superannuation market might be shrinking but opportunities for advisers still abound. Craig Phillips reports....

Financial planning

The founder and former managing director of Challenger International Bill Ireland has re-emerged in the industry after being appointed managing director of Australian Ass...

Financial planning

Direct Portfolio Services has completely overhauled its board of directors following a failed coup d’état to oust company founder and chief investment officer John Alders...

Financial planning

Macquarie Bank has boosted its alternative investments offering to retail investors with the launch of the Macquarie Forestry Investment (MFI) Fund....

Financial planning

The Australian Securities and Investments Commission (ASIC) has permanently banned former financial adviser David Paul Mudge from acting as a representative of a securiti...

Funds management

The Community First Credit Union has become the first credit union in Australia to launch a wealth management product, after working in conjunction with Millennium3 Finan...

Financial planning

Hartleys Limited will unveil a writedown of at least $21 million for the financial year ending today due to costs associated with the restructure of the group, and has ap...

Financial planning

The Australian Securities and Investments Commission has lodged an appeal in the Federal Court contesting an Administrative Appeals Tribunal decision to reinstate the sec...

People & Products

Zurich Financial Services has created the new Sydney-based role of assistant head of group sales, which the group hopes will help co-ordinate its key accounts, master tru...

Financial planning

Former Harts Australasia executive director Maxwell John Sweetman appeared in the Brisbane Magistrates Court today after being charged with two counts of insider trading....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

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

1 month ago

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

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago