Powered by MOMENTUM MEDIA
moneymanagement logo
 

MERIT WEALTH

Financial planning

Count chief executive Hugh Humphrey has provided further details on the makeup of the firm’s advisers following churn after the Diverger deal. ...

Top 100

Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...

Financial planning

The exit of the Big Four banks and the change in strategy by AMP Limited will see planner numbers decrease by almost 2,900, according to the latest findings from this yea...

People & Products

YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....

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’...

1 week 1 day ago

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

1 month 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 1 week ago

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

1 week 4 days 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. ...

2 weeks 4 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...

2 weeks 6 days ago