Powered by MOMENTUM MEDIA
moneymanagement logo
 

MONEY MANAGEMENT

Financial planning

The Financial Planning Association (FPA) has been forced to defend itself against accusations that it will not be able to police its own self imposed get-tough codes on s...

Financial planning

Trends in the risk market are set to mirror recent developments in the platform market through the introduction of a wider range of simpler products over coming years to ...

Financial planning

Four institutions are now in the running to buy Professional Investment Services (PIS) after another industry heavy weight threw its hat into the ring last week as the ra...

Financial planning

The Australian Consumers Association (ACA) has refused to concede that a new survey which paints a positive picture of the financial planning industry has discredited its...

Financial planning

BT Financial Group has contacted up to 50,000 New Zealand investors to notify them of its intention to return to the High Court in Wellington and hopefully conclude an on...

Financial planning

A sale of Australia’s second largest dealer group is looking ever more likely after its shareholders voted to continue talks with interested parties, as well as keep thei...

Financial planning

NZ-based general and life insurance firm Tower will seek to grow by acquisition using a $130 million cash payment it will receive next year from the sale of its wealth ma...

Financial planning

Financial planning groups in regional areas will face a stricter program of regulatory spot checks by the Australian Securities and Investments Commission (ASIC) after th...

Financial planning

Telstra-owned software company the KAZ Group has teamed up with investor education provider Money Solutions to launch a joint venture in the form of a subscription-based ...

Financial planning

The corporate regulator has given the strongest indication yet that it will act to ease the compliance burden on advisers under the Financial Services Reform (FSR) Act, h...

Financial planning

IOOF is refusing to rule out hitting the acquisition trail – given it is debt-free and has $70 million in the bank – but stresses it won’t be making any rash decisions an...

Financial planning

A message to Robbie Bennetts from those who should know: be careful what you list for....

Financial planning

Australia’s second largest dealer group has confirmed the scepticism of market analysts by all but abandoning plans for a proposed public listing....

Financial planning

More than 20 institutions have expressed an interest in buying out Bridgeport Advisers and Asset Managers since the financial planning and investment group was placed int...

Editorial

Does slow and steady win the race or is it all about a sprint to time the market? A new research report has the answer. Liam Egan reports....

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 2 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 2 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

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

1 week 3 days 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 2 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 ago