Powered by MOMENTUM MEDIA
moneymanagement logo
 

MONEY MANAGEMENT

Financial planning

The Financial Planning Association (FPA) has invited tenders for the delivery of its Certified Financial Planner (CFP) program as it enters the next phase of its educatio...

Financial planning

Ipac Securities will receive around $9 million in scrip from its AXA Asia Pacific parent after passing its first target in terms of inflows as part of the agreement struc...

Financial planning

The Federal Government has reassured the industry that its shake up of the Financial Transaction Reports Act 1988 (FTRA), to be drafted this week, will not send the funds...

Rate the raters

After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....

Financial planning

Former AMP Capital Investors executive Michael Evans has surfaced in the market to co-launch a new boutique investment group - Quest Asset Partners - along with former AM...

Financial planning

The Top 50 Distributors is based on data collected for the Money Management Top 100 Dealer Group survey, which was published in June....

Financial planning

For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...

Financial planning

From write-downs to shedding staff, it has been a tough couple of years for Tower, but as Ross Kelly reports, things are looking up....

Financial planning

Virtual wrap provider Praemium Portfolio Services is set to add to its recent list of deals with the pending announcement that the system will be linked to Skandia’s inve...

People & Products

Skandia has appointed former BT senior executive Richard Borysiewicz as its new head of distribution with the group now set to focus on enhancing its product range to inc...

Financial planning

After a full and eventful year of bringing the news to our readers its time for the team at Money Management to take a break. As such this is the last day that Money Mana...

Financial planning

This is the third year Money Management has compiled a list of the financial services industry’s Top 10 Most Influential People, yet the task has not become any easier an...

Financial planning

Aurora Funds Management (AFM) has unveiled a new initiative - Aurora Distribution - to assist fund managers and investment product manufacturers without access to strong ...

Financial planning

Technology has been praised as a time saver and derided as a leech on resources. To debate where technology has failed or succeeded in financial services, Money Managemen...

Financial planning

The findings of the Australian Consumers’ Association (ACA) report came as no great surprise to Money Management’s regular columnists....

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 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 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 2 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 1 day 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 ...

1 week 6 days ago