POWERED BY MOMENTUM MEDIA
NEWS
Tighter legislation is being urged around anti-hawking laws to prevent ‘dodgy advisers’ from scamming consumers to switch superannuation funds. ...
Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work....
With financial advice firms exploring 4-day work weeks, 65 per cent of employees say they would be happy to work extended hours over four days with the finding transcendi...
The secular backdrop for the next five years invites advisers to reverse the typical 60/40 per cent equity and bond asset allocations in portfolios, according to PIMCO fi...
Schroders portfolio manager and head of fixed income, Kellie Wood, has shared the asset allocation in the firm’s Fixed Income Fund as the RBA finds itself in a tricky sit...
A fixed income veteran has left BlackRock after almost 20 years to take up a position of global CIO for fixed income, responsible for managing $278 billion in fixed incom...
As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...
Prime Financial is driving forward its inorganic growth strategy as it looks to acquire a remuneration administration business and is in talks with a Melbourne-based weal...
Pengana Capital Group has closed the IPO for its Global Private Credit Trust, having surpassed its minimum limit by $60 million....
Ahead of a public hearing this week, the government has commenced a consultation on draft regulations to support the implementation of the first tranche of Quality of Adv...
With the end of financial year fast approaching, there can be tax benefits for clients holding ETFs over other types of investment. ...
Platform HUB24 has appointed a former MLC and NAB senior executive to its board as a non-executive director....
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 ...