Powered by MOMENTUM MEDIA
moneymanagement logo
 

FINANCIAL SERVICES GROUP

Financial planning

Increasing inflows through financial planners will play a vital role as AMP attempts to double in size over the next five years, chief executive Andrew Mohl said today....

Financial planning

Australian Unity is to finally consider demutualising as part of a move to grow its business, after resisting the trend set by similar organisations for 10 years....

Financial planning

Genesys Wealth Advisers has succeeded in luring two practises away from rival dealer groups in what the Challenger own planning business claims will be the first of many ...

Financial planning

Consumer complaints against financial planners have fallen dramatically, prompting claims that measures taken to clean up the profession were starting to take hold....

Financial planning

Investor Group is expanding further into the New Zealand financial planning and accounting market with the push to acquire mid-tier Auckland-based advice and accounting f...

Financial planning

Dealer group Associated Planners Financial Services is certainly living in interesting times. The firm first began its active recruitment drive in 2002, which culminated ...

Editorial

Strong performance by IOOF’s funds management arm, Perennial Investments, has boosted the financial services group’s half year results....

Financial planning

Macquarie Wrap’s record December performance that saw it attract more than half a billion dollars in inflows will help the bank’s Financial Services Group to a strong res...

Financial planning

Listed financial services group DKN Financial has restructured a brace of senior roles to address the imminent departure of its dealership head and drive the business for...

Financial planning

Rivkin Financial Services suitor Farooq Khan has succeeded in his crusade of seizing control of the listed financial services group with the ousting of RFS chief executiv...

Financial planning

AXA-Australia-owned advice firm Monitor Money has received its first acquisition funding from its parent three years after the financial services giant took over ownershi...

Financial planning

Corporate cop, fraud detective, consumer advocate, journalist and even financial planner. In a rare and exclusive interview, Chris Cuffe talks to BRUCE MADDEN about the m...

Financial planning

DKN Financial Group has linked up with BT Financial Group to offer a new investment platform to its network of advisers....

Financial planning

Challenger Financial Services Group will increase the diversification of assets backing its annuities business after selling five offshore properties, in a move that redu...

Financial planning

Tyndall Investment Management has appointed Penny Chin to the newly created position of credit and portfolio risk analyst within its fixed interest team....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 weeks 1 day ago

So we are now underwriting criminal scams?...

7 months ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks 2 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 6 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

1 week 1 day ago