Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
PLATFORMS
Financial planning
The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...
Financial planning
MLC plans to bring together its two investment platforms, MasterKey and Flexiplan, in a bid to enhance the product offering of both product in the areas of client service...
Financial planning
There is no doubt a major trend in the industry over the past five years has been for the majority of retail investment to go through administration platforms such as wra...
Financial planning
Inflows into retail financial services products do not accurately reflect the current state of the market since they do not track funds entering master trusts and wraps a...
Financial planning
The previous chief executive of RetireInvest Mark Spiers and the current head of Partnership Planing Mike Walker have both departed ING shortly before Christmas....
Financial planning
Recently launched financial planning business management group Customer Acquisition and Retention Management (CARM) will launch its own funds management and financial pla...
Financial planning
Dealer group Grosvenor Securities has announced an equity offer plan to the group’s 45 proper authority holders, in a move to grow the Grosvenor business....
Financial planning
Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....
Financial planning
For my last article, I normally summarise my previous articles for the year. However this time I want to only do that in part. That’s because this year was the last year ...
Financial planning
Financial services group Fiducian has gone live with its own internally developed administration system in what the group is calling one of the most significant achieveme...
Financial planning
Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...
Financial planning
Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...
Financial planning
Boutique funds management group Investors Mutual will launch two new funds before the end of the year as part of an expansion plan according to managing director Anton Ta...
Financial planning
I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...
Financial planning
Small dealer groups will be the fastest-growing sector of financial planning in the next five years, says industry commentator Tom Collins....
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...