Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Editorial
SFG Australia has reported a $2.9 million decrease in NPAT for the first half of the financial year, but pointed to the solid underlying result....
Financial planning
Macquarie has launched a new planner-oriented product — an online application process with electronic verification to help advisers open cash accounts for their clients m...
Editorial
Perpetual’s restructuring delivers a solid profit improvement....
Editorial
It is now nearly a month since the Prime Minister, Julia Gillard, announced that the 2013 Federal Election would be held on 14 September – and despite her suggestions to ...
Financial planning
Guardian Advice has rolled out a new succession planning strategy which aims to help older advisers retire, while attracting the younger generation of planners to the dea...
Financial planning
Matrix withdraws from sale process and plots expansion based on review....
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
Financial planning
Matrix withdraws itself from sale despite interest from buyers....
Editorial
Countplus remains fixed on growth despite a first-half profit decline...
Life/Risk
A group of financial advisers has taken to social media to raise concerns that insurance comparison website Choosi is misrepresenting its services to clients and leading ...
People & Products
Following its decision to merge with financial advisory firm Tynan Mackenzie late last year, ipac has appointed Eric Gibson, Nick Brinkworth and Craig Weber as general ma...
Financial planning
Following "somewhat ambiguous" statements on grandfathering in Consultation Paper 189, the Australian Securities and Investments Commission (ASIC) is set to release an up...
Editorial
With scores of financial planners changing dealer groups, Mike Taylor writes that it is important for those doing the recruiting to undertake the necessary due diligence ...
Financial planning
New research suggests job opportunities have shrunk for investment advisers, financial brokers and dealers....
Financial planning
Hong Kong-based private wealth management company Harris Fraser Group is using the Australian retail advice model to poach high-net-wealth clients from private bankers....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...