POWERED BY MOMENTUM MEDIA
Lucinda Beaman
News by this author
The true cost of a client review is $2,500, according to financial planning consulting firm Business Health. But that's a cost many advisers are yet to come to terms with...
Thornton Group and Tulare Financial Planners merge their operations....
Research conducted by Investment Trends on behalf of the FPA has found consumers would rather speak to a financial planner than their super fund for advice....
Funds 'on hold' while new Alphinity Investment Management team take the reins of Challenger's $1 billion large cap Australian equities portfolio....
The corporate regulator has issued a warning to both listed and unlisted companies on creative and inadequate financial reports in the lead up to the reporting season, wi...
Delia Rickard takes control of the supervision of financial advisers while former FPA executive Gerard Fitzpatrick takes responsibility for investment managers and supera...
DKN Financial Group has reinforced that it is not concerned about the possible removal of volume rebates between platforms and dealer groups, signing a new five-year cont...
A statement of claim has been filed in the Federal Court pleading a class action against the Commonwealth Bank of Australia on behalf of Storm Financial investors....
Genesys Wealth Advisers is working overtime to stem the flow of outgoing member firms by creating a new loyalty scheme aimed at locking in firms for up to five years....
The UK's financial services regulator, the Financial Services Authority (FSA), is considering giving what would essentially be a 'tick of approval' to certain advisers as...
Analysis by this author
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...