Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL ADVICE
Financial planning
ASIC has banned another two former financial advisers of MWL Financial Services of making inappropriate advice to clients regarding the Shield Master fund, following two ...
Financial planning
Two surveys from CoreData and Vanguard have shared the level of trust the Australian public has in financial advisers, and how it has changed since the Hayne royal commis...
Financial planning
The Financial Advice Association Australia has stated it is “working closely” with the Financial Services Minister, Daniel Mulino, to remount the inquiry into Dixon Advis...
Financial planning
ASIC has permanently banned a Melbourne individual who illegally provided financial advice which led investors to deposit $374,000 into his bank accounts....
Financial planning
The Australian Financial Complaints Authority has received more than 100,000 complaints for the second year running, with investment and advice complaints rising 18 per c...
Financial planning
Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....
Financial planning
Centrepoint Alliance, the third-largest advice licensee, is forecasting to report a net revenue increase of 13 per cent for FY25, while adviser numbers have reached more ...
Financial planning
With millions of Australians rushing towards retirement, CPA Australia said urgent action is needed to bolster the financial advice profession before it becomes an “irrev...
Financial planning
Fidelity International research has revealed Australian investors are significantly more optimistic about the market outlook and feeling more comfortable than their APAC ...
Funds management
Betashares chief executive, Alex Vynokur, has said that the firm is focused on financial advisers “more than ever” as it grows the business, having announced a merger wit...
Funds management
Financial research firm Wealth Data, which publishes the weekly financial adviser numbers, has been sold to fintech firm Padua Solutions....
Funds management
Betashares is to merge its managed account business with InvestSense to form a purpose-built option for financial advisers, forecasting a positive outlook for future indu...
Financial planning
Determinations by the FSCP since the start of 2025 are almost double the number in the same period of 2024, with non-concessional contribution cap errors and incorrect ad...
Financial planning
Whether received via human or digital means, financial advice is reportedly leading to lower stress and more confidence, according to Vanguard....
Financial planning
The new financial year has got off to a strong start in adviser gains, helped by new entrants, after heavy losses sustained in June....
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...