POWERED BY MOMENTUM MEDIA
NEWS
A NSW individual has been convicted in Sydney’s District Court for providing unlicensed financial advice to individuals....
With the end-of-financial-year adviser gains and losses finalised, how does this year’s movement affect the ranking of the top three licensees?...
Schroders Australia has appointed a new business development manager as the investment manager looks to further broaden its footprint in the intermediary market....
Boutique global small and mid-cap equities manager Canopy Investors has appointed a new portfolio manager, marking the third former Magellan professional to join the fir...
Listed fund managers have shared their final funds under management tallies for FY24 and how much they have grown during the year....
Clime Investment Management has announced its group CEO Annick Donat is to depart from the firm after four years....
State Street Global Advisors has launched an unlisted managed gold fund, in response to investor demand....
With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...
Australian digital advice fintech moneyGPS has partnered with Lifestyle Asset Management to widen the accessibility of financial advice in Australia. ...
Pengana Capital Group has reported funds under management of $3.3 billion at the end of June, helped by the launch of two private market funds....
A former gym owner details his path into the financial advice profession, and the value of gaining CRM or CSO experience before progressing to the adviser milestone. ...
The investment platform’s FUA grew by $3.3 billion to $88 billion over the June quarter, as current transactions provide a “high level of confidence” for FY25. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...