Powered by MOMENTUM MEDIA
moneymanagement logo
 

INFOCUS

Features

Mike Taylor writes that for the major financial planning organisations the future resides in looking beyond the Royal Commission and reaping the benefits which flow from ...

Features

Mike Taylor writes that, love him or hate him, it is hard to argue that departing Industry Super Australia chief executive, David Whiteley, did not achieve the objectives...

Features

Mike Taylor writes that a combination of circumstances may leave the financial services industry no option other than to embrace open Approved Product Lists....

People & Products

Infocus Wealth Management founder, Darren Steinhardt has stepped back into the managing director role following the surprise departure of Rod Bristow. ...

Financial planning

Infocus managing director, Rod Bristow, is understood to have parted company with the firm....

Financial planning

Infocus has acquired financial advice firm, Announcer, which will become the Sydney link in Infocus’ national salaried advice strategy....

People & Products

Infocus Group has flagged the national roll-out of its partnership with H&R Block following a successful Queensland pilot program....

People & Products

Infocus has today announced a restructure of its senior leadership team with three new appointments....

People & Products

Infocus has entered into an exclusive referral deal with H&R Block which will see direct accounting referrals....

Financial planning

Infocus has acquired its fifth financial planning business as part of its succession plan....

Financial planning

It is only a matter of time before some institutionally-owned licensees are either sold or closed down, according to Infocus managing director, Rod Bristow....

People & Products

Infocus Wealth Management has named industry veteran, Roy McKelvie, as its chairman-elect and independent non-executive director....

People & Products

Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....

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...

2 weeks 3 days ago

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

3 weeks 3 days ago

So we are now underwriting criminal scams?...

6 months 4 weeks ago

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

2 weeks 5 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 2 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...

4 days 7 hours ago