Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
APIR, the Canberra based industry organisation which supplies codes to unit trust products, now has 10,000 active products listed and coded, according to managing directo...
Superannuation
Boutique funds management house Hunter Hall is preparing to launch a new ethical superannuation fund in an attempt to capitalise on the growing popularity of its series o...
Financial planning
Dealer groups that launch their own master trusts are said to offer their planners even more choice. But, as KATE KACHOR reports, not everyone believes in their long-term...
Financial planning
Dealer groups are finding that loyalty programs, clearly defined career paths and equity are key ways of retaining planners, reports KATE KACHOR....
Financial planning
NICOLE SZOLLOS explores the correlation between the number of planners employed by a distributor and funds under advice. ...
Financial planning
The influence of large scale financial institutions in the financial advice market shows no signs of abating. GEORGE LIONDIS reports on Money Management’s second annual l...
Financial planning
Wrap accounts are set to replace master trusts as tomorrow’s product. <caps>Fiona Moore</caps> finds out why, and what it means for financial planners....
Financial planning
Master trust funds under administration continue to grow, as financial planners embrace these platforms with increasing enthusiasm. NICOLE SZOLLOS speaks to some of the b...
Financial planning
<i>Money Management</i> hosted an exclusive Master Trust round table discussion, bringing together the views of the research, funds management, master trust and financial...
Financial planning
Superannuation master trusts growth is virtually assured, thanks to the Super Guarantee levy. However, as FIONA MOORE reports, not so definite is who the survivors will b...
Superannuation
If their phenomenal level of growth is anything to go by, non-super master trusts appear destined to become the dominant investment vehicle in Australia. GEORGE LIONDIS r...
Financial planning
Online financial services group, Sanford, has signed an agreement to provide its online share trading product, Virtual Broker, to Optimix Investment Management, a special...
Funds management
AXA retail funds and superannuation marketing national manager Mick O’Brien has become the group’s new chief investment officer (CIO) after AXA decided to combine the rol...
Financial planning
Over the last few years I’ve noticed that industry commentators are focussing on the issue of so called “independence” of advice and then drawing the conclusion that this...
Financial planning
Bucking the aggregation trend, eleven former Pembroke and Godfrey Pembroke financial planners have established their own planning business following their growing disillu...
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...