Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
Estate Planning Professionals of Australia (EPP) has introduced a new platform into the market aiming to combat administration issues for estate planning with reduced cos...
People & Products
United Funds Management has appointed former Equity Trustees national distribution manager Stan Bates and will now vigorously seek to grow its funds management and instit...
Financial planning
Dealer groups could be faced with compliance issues over slow trades and transactions inside platforms, according to Colonial First State general manager of product Brian...
Financial planning
Vanguard Investments has been awarded a five star ranking for its 10 funds currently available in the market and has also been rated ‘very strong’ across all business sec...
Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Financial planning
Melbourne-based SMF Funds Management has acquired small dealer group firm LynchPin Financial Services as part of its flagged strategy to boost distribution through either...
Financial planning
Credit Suisse Asset Management (CSAM) will wade into the master trust market in the new year after revealing plans today to launch a range of products in the area....
Financial planning
AMP has confirmed that it is willing to review its investment platform strategy as part of a bid to rejuvenate its wealth management business under new chief executive An...
Financial planning
AMP has launched the last of four customised Asgard eWrap accounts - WealthView eWrap - for its dealer group AMP Financial Planning....
Financial planning
There’s a new man at the helm of Invesco and he has some very definite plans for the group. John Wilkinson reports....
Financial planning
BT will implement a range of changes to its wrap service after it passed $10 billion in funds under administration....
Financial planning
ABN Amro is set to take a 50 per cent stake in alternative investment firm Absolute Capital following the pair striking a heads of agreement, which includes plans for the...
Financial planning
AXA will lose about 50 jobs in the process of streamlining its marketing and distribution into three groupings – wealth management, financial protection and distribution ...
Financial planning
Careful and considered planning has cleared the road ahead for Royal Automobile Club of Victoria Financial Services, says John Wilkinson....
Financial planning
One of our panellists mused that a degree of Stephen van Eyk’s influence stems from the amount of media exposure he receives – “he’s mentioned every week in every industr...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...