POWERED BY MOMENTUM MEDIA
PARTNERSHIP
Life/Risk
Homesafe Solutions has announced a referral partnership with Nexus Mutual to provide an equity release solution to the members of the credit union....
News
The Australian Taxation Office and SMSF Association have signed a statement of intent which will see the regulator and the industry share data and research to aid SMSF tr...
Financial planning
IT consulting and solutions provider, YTML, has partnered with Suitebox to better improve collection and review of data....
Funds management
Heathcote Investment Partners has entered a distribution relationship with Castle Point Funds Management to distribute Castle Point capabilities in New Zealand....
News
TAL has partnered with The Healthy Chef to offer advisers and clients opportunities to support healthy lifestyle choices....
Financial planning
Risk specialist practice, MBS Insurance, has partnered with Pitcher Partners Sydney to provide protection solutions and reviews of clients’ insurance cover. ...
Funds management
Citi has been announced as NAB Asset Servicing’s global custodian, allowing access to 60 markets around the world....
Funds management
Real estate investment firm, Qualitas, has partnered with BMP Group to loan $33.5 million for a $300 million investment in a luxury Melbourne apartment development....
People & Products
Fitzpatricks Private Wealth entered into a partnership with a Perth-based strategic financial advice firm, Paradigm Financial Consulting....
Financial planning
HUB24 has partnered with Sentry Group to provide it with managed portfolio platforms as the advice group encourages advisers to consider tax impacts on clients’ investmen...
Life/Risk
Major Australian wealth manager, MLC, has today appointed Michael Downey to the role of head of practice development....
People & Products
Instreet Investment has entered a strategic partnership with Impact 20/80 on the Emerald Wrap, an ethical investment product....
Financial planning
Former Guardian Advice group, Griffin Financial Services, has joined Fortnum after Suncorp exited its financial planning businesses last year....
Financial planning
Australia’s first enterprise robo-advice program is launching through an agreement between Decimal Software and a leading global professional services firm....
Funds management
Specialist investment manager, Centuria Property Funds Limited, will build on its partnership with OneVue to deliver improved investment services, the company revealed....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...