Powered by MOMENTUM MEDIA
moneymanagement logo
 

INSURANCE

Financial planning

Perth-based practice rmg financial services has increased its funds under advice to $660 million with the acquisition of Piersbridge Consultants....

Financial planning

The Australian Prudential Regulation Authority (APRA) has warned against over-complicating securitisation and playing at the edge of the rules....

People & Products

Centric Wealth has announced the appointment of Phil Kearns as chief executive officer....

Financial planning

The Commonwealth Bank is free to pursue an acquisition of Count Financial after being given the green light by the ACCC....

Superannuation

The Financial Planning Association will encourage its members to focus more on retirement and post-retirement planning, according to FPA general manager of policy and gov...

Life/Risk

The financial advice industry is failing to do enough to convince consumers of the need for adequate insurance cover, according to Tim Browne, general manager for retail ...

People & Products

ClearView Wealth has appointed Scott Hodgson as its chief underwriter, responsible for all underwriting operations including policies, procedures, individual risk assessm...

Financial planning

Allianz Global Assistance has moved in the wake of the recent Qantas industrial disruption to reassure clients that all future industrial action relating to the airline w...

Funds management

Funds under management heads south for CommBank wealth management but FirstChoice stays in positive territory....

Superannuation

One of the constant criticisms of self-managed super funds (SMSFs) is the number of gaps that persist in the sector's overall framework and yet according to Chris Malkin,...

Financial planning

HUB24 has added seven dealer groups and three separately managed account managers to its client list, the platform provider has announced....

Financial planning

Financial services group Vow Financial has branched out further, launching a legal service to its mortgage broker network....

Superannuation

Tasmanian Liberal Senator David Bushby recently called for increased transparency in the handling of superannuation funds by APRA amid widespread concerns in the financia...

Financial planning

The concerns about FOFA held by Australian financial planners have been placed in a global context....

Financial planning

The overlap between mortgage broking firms and other segments has raced ahead in 2011 as companies search for diversified revenue streams in a gloomy financial environmen...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 days 21 hours ago

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

4 weeks ago

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

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

6 days 15 hours 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...

2 weeks 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

1 week 6 days ago