SWITZER FINANCIAL GROUP

Financial planning

The digital platform will focus on the financial issues of women and will be run by Switzer Financial Group chief executive, Maureen Jordan. ...

Funds management

Easier methods to invest, including apps with low brokerage, have caused volatility in the markets from millennials new to investing, according to fund managers....

Funds management

Australian investors are now choosing stocks over property and other investments, according to a survey. ...

Financial planning

Over half of Australian investors think property prices will fall, according to a May survey, showing a stark contrast to the same survey in February....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks 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 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 1 day ago
moneymanagement logo