JOSHUA FUNDER

People & Products

Identifying this as a “high-quality opportunity”, Pacific Equity Partners joins IFM Investors and Citi in Household Capital’s financing package to provide retirement fund...

Financial planning

The final report of the Royal Commission into Aged Care was released last week and reverse mortgage specialist Household Capital has highlighted the potential uses retire...

People & Products

Retirement lender creates capability to use home equity as an income stream and lump sum payment off the back of adviser demand....

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 months 1 week ago

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

4 months 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 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

4 days 11 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 4 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 3 days ago
moneymanagement logo