Powered by MOMENTUM MEDIA
moneymanagement logo
 

MICHAEL BLOMFIELD

People & Products

Iress has announced the departure of chief commercial officer, Michael Blomfield, due to health reasons....

Policy & Regulation

The financial services technology company will deliver an industry-wide solution to help firms meet the upcoming design and distribution obligations which will come into ...

Financial planning

Iress has looked to the new rules around advice fee consent to roll-out one of the first building blocks of its infrastructure as a service strategy....

Financial planning

Since 2007, the number of self-managed super funds using a financial planner has not grown at the same level as the amount of new trustees. ...

People & Products

Research firm Investment Trends chief executive, Michael Blomfield, has been appointed to the newly-created role....

Funds management

Financial planners who use managed accounts are spending more time on client engagement, compliance and due diligence, according to SSGA. ...

Financial planning

Financial advice can start with one piece and that can build to full advice later as the advice framework fails to lure Australians into receiving full advice, according ...

Tech

Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....

Superannuation

Self-managed superannuation fund members say they want more financial advice, with 315,000 reporting they had unmet advice needs this year, up from 275,000 last year, but...

Financial planning

New research from Investment Trends has confirmed the continuing dominance of XPLAN in the financial adviser software space....

Funds management

Financial planners recommending managed accounts has doubled, despite users lacking proper education....

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...

1 week 5 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...

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 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 ...

2 weeks 4 days ago