POWERED BY MOMENTUM MEDIA
FINANCIAL PLANNING
INDUSTRY NEWS
With AMP advisers moving to Entireti and Insignia being the subject of a private equity bidding war, how can deals be navigated to ensure minimal stress and uncertainty f...
INDUSTRY NEWS
There are seven key mistakes that financial advice businesses need to steer clear of in 2025 to avoid hindering their business growth and profitability, according to Advi...
INDUSTRY NEWS
The FAAA has secured CSLR-related documents under the FOI process, after an extended four-month wait, which show little analysis was done on how the scheme’s cost would a...
INDUSTRY NEWS
While advisers are increasingly eyeing private markets and alternative investments, two reports have underlined the lack of investor understanding that persists among bot...
INDUSTRY NEWS
Nearly seven in 10 HNW-focused advisers view alternatives as the asset class that will be fundamental to meeting client demands in the future, according to Praemium....
INDUSTRY NEWS
The Perth-based advice practice has welcomed a private wealth adviser and senior paraplanner to its ranks amid its strategic shift towards wealth transfer strategies. ...
INDUSTRY NEWS
The number of members expelled from the Australian Financial Complaints Authority almost doubled between 2023 and 2024, according to internal data. ...
INDUSTRY NEWS
Perth financial advice firm Wealth Management Partners has merged with global financial services firm Gallagher....
INDUSTRY NEWS
Sequoia Financial Group has flagged a major rebranding of its two financial news sites, following court proceedings last year....
INDUSTRY NEWS
Original bidder Bain Capital, which saw its first offer rejected in December, has returned with a revised bid for Insignia Financial....
INDUSTRY NEWS
Preliminary results from Wealth Data for the 2024 calendar year have unveiled which licensees reported the highest growth and losses in adviser numbers....
INDUSTRY NEWS
As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....