DIRECTOR

Financial planning

Capital management group Shartru enters wealth management arena in Newcastle....

Financial planning

ASIC action against Queensland-based SMSF advice companies results in measures impacting US-based companies....

People & Products

Non-institutionally owned dealer group Synchron has increased its number of advisers in Western Australia from 14 to 21 in the three months since appointing a WA state ma...

Superannuation

Directors will now be liable for their company's unpaid superannuation guarantee charge (SGC) under new laws....

Superannuation

The ISN has announced a new range of governance standards for super funds, but the Opposition has expressed disappointment that the need for independent directors has not...

Financial planning

Advisers should assess the impacts of factors such as changing remuneration models away from commissions when considering an upfront cash payment to switch licensees....

Funds management

As its North platform continues to develop as a player in the wraps space, AMP has made a number of enhancements to improve the platform's administrative capabilities....

Editorial

Dr Stephen Nash explains what happens when equities perform outside the average....

Financial planning

A new product has been launched in Australia targeted at investors interested in property opportunities in the US....

Life/Risk

RGA Reinsurance Company managing director Pauline Blight-Johnston will join AMP from May next year, replacing Ian Campbell in the role of director wealth protection and m...

Financial planning

Equip Super Financial Planning is expanding its offering to include self-managed super fund advice for its superannuation members....

Financial planning

Premium Wealth Management has added Boston Private Wealth to its dealer group, the third Queensland-based practice to join the group this year....

Superannuation

Whilst SMSFs are traditionally a retirement vehicle sought by ‘Baby Boomers’, Andrew Hewison, director of Hewison Private Wealth, believes they also may be a suitable opt...

Financial planning

Synchron director Don Trapnell has called the FSC's proposed adviser remuneration model anti-competitive....

Financial planning

Rubik Financial has renewed its data provision contract with Morningstar Australasia for another 12 months....

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’...

2 weeks ago

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

1 month 1 week 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 2 weeks ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

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. ...

2 weeks 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. ...

3 weeks 3 days ago
Powered by MOMENTUM MEDIA
moneymanagement logo