Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCE
Accounting
The Government needs to consider the tax treatment of off-market share buy-backs for the benefit of taxpayers, IPA believes....
Superannuation
ANZ Wealth announced new model portfolios focusing on the specific needs of retirees, which would be available through its aligned licensees....
Financial planning
The Commonwealth Bank has established a Customer Advocate function in response to the ABA’s banking industry initiatives package in April. ...
Financial planning
ASIC has permanently banned a former NSW insurance company director, Timothy Pratten, from providing financial services and from engaging in credit activities....
Financial planning
MLC has added 56 diverse investment options to its platforms to give more opportunities for advisers to assist clients....
Superannuation
Couples would bear the brunt of changes to the Age Pension assets test taking effect next year, with a significant drop in the proportion of couples who would have a comf...
Funds management
Magellan Financial Group posted strong numbers in its global equities and listed infrastructure strategies it managed for retail investors, up from $9.8 billion to $12 bi...
Superannuation
The Government needs to consult as widely as possible on the practical consequences involved in super reforms, as it faced an uphil battle through a fragmented Senate mak...
Financial planning
The AFA has launched a bootcamp for advisers, which was a practical demonstration of the adaptive change message shared by CEO, Brad Fox, at a recent roadshow....
Funds management
Exchange-traded product portfolio turnover was an important issue for investors to consider, according to Morningstar....
Financial planning
Financial advisers were overwhelmingly positive about their future and hoped to help fellow practitioners succeed also, according to poll results accrued by the AFA....
Superannuation
Australia’s retirement system still lacked innovative comprehensive income products to cater to different life circumstances, and a holistic review beyond just the afford...
Financial planning
Financial Planning advisory practice group, AZ NGA, has appointed Adrian Ashton as its general manager of financial planning, on the back of the company’s strong growth. ...
Accounting
Adelaide-based financial services firm, Perks, today announced the launch of a new cloud-based technology platform for advisers....
Financial planning
Accountants would increasingly adopt multi-advice models including the delivery of financial planning and SMSF advice as they dealt with increasing cost pressures and cha...
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...