Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
Financial planning
ANZ has continued its change in strategic direction, this time flagging the possible sale of its life insurance, advice and superannuation and investments businesses in A...
Policy & Regulation
The Government’s review of financial services external dispute resolution has revealed overwhelming industry support for a last resort compensation scheme....
People & Products
Financial advisory firm, Profile Financial Services, has backed growth with two new senior appointments....
People & Products
HLB Mann Judd has established a debt advisory arm in a joint venture with former St George Bank executive, James Macfarlane....
People & Products
Digital wealth management provider, Quantifeed, has looked to regional expansion with key Hong Kong and Australian appointments....
Financial planning
ANZ has announced the exit of its Asian retail and wealth businesses in a sale to Singapore’s DBS Bank....
Awards
Kharen Kaleda from Avant Garde Financial Services was the Financial Planner of the Year at the 2016 Women in Financial Services Awards....
Awards
Patricia Garcia from WB Financial Bowen Hills was crowned the Rising Star at the 2016 Women in Financial Services Awards....
Awards
Lana Clark from Elixir Consulting was the Mentor of the Year at the 2016 Women in Financial Services Awards. ...
Awards
Marionne MacRitchie has successfully garnered widespread support from the financial services industry to continue her pro-bono work in East Timor through her Emerge Found...
Financial planning
ClearView looks to expand its IFA channel on the back of Sony Life taking a 14.9 per cent stake in the company....
Editorial
The Government’s creation of an independent standards body will alter the dynamics of the financial planning industry and create a new hierarchy. ...
Editorial
Mike Taylor writes that ASIC must deal in the complex realities of insurance claims handling, not the headline-making perceptions....
Tools & guides
Helping clients identify financial goals and helping them create a plan to achieve them is significantly more likely to alleviate financial stress, Vicki Doyle writes....
Financial planning
Financial planner performance should be rated and cross checked against a market benchmark as part of moves to mandate professional standards for planners....
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...