Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
INDEPENDENT FINANCIAL ADVISERS
Financial planning
I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...
Financial planning
BT Financial Group’s uneasy relationship with master trusts and wraps has taken another turn with news it is to offer its wrap service directly to advisers for the first ...
Financial planning
BT Financial Group will offer its wrap service directly to advisers for the first time under the banner of the BT Wrap....
Financial planning
MLC has extended its MasterKey investment platform to offer a complete portfolio management system to independent financial advisers....
Financial planning
The new group will be known as The Ethical Investment Company of Australia and be based on the UK based Ethical Investment Co-operative and headed by founder and direct...
Financial planning
Ethical investing has been pushed even further to the forefront with a UK-based financial planning group, specialising in ethical investments, launching its Australian op...
Financial planning
A UK-based financial planning group specialising in ethical investment is to launch its Australian operations doors in Melbourne this week. ...
People & Products
Australian Skandia distribution chief Charles Magro has been named as a director of the business as it moves to implement “a unique business development model”....
Financial planning
Singapore’s financial planning industry has become one of the first in the South East Asian region to adopt a licensing regime for independent financial advisers (IFAs)....
Superannuation
While master trusts are a big part of the local scene they have yet to make a real impact in the UK market. JASON SPITS looks at why the market is set to change in the ne...
Financial planning
Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...
Financial planning
Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...
Financial planning
Melbourne-based financial planning research and software group PlanTech Consulting has made its first foray into overseas market with a deal in South Africa....
Financial planning
National Australia Financial Management (NAFM) has reported a 34 per cent increase in sales to $500 million for the December quarter....
Financial planning
IOOF's 30 per cent rise in funds under management during the last financial year has come from independent financial advisers, says managing director Rob Turner....
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?...