Relative Return: The real story behind financial services

Podcast/Relative-Return/

In this episode, Momentum Media’s managing editor of financial services, Phil Tarrant, sits down with senior journalist and host, James Mitchell, to discuss the vision of Relative Return and the growth of Momentum’s financial services team.

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The changing financial goals of Australian investors

EY/wealth-management/financial-advice/

As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Research.

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A state-by-state look at the adviser landscape

Adviser-Ratings/financial-advice/states/

The latest annual Adviser Ratings Landscape report has revealed state-wide statistics of which ones are coming out on top by increasing their clients and their funds under advice.

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Iress expands super fund digital advice offerings

iress/hostplus/industry-funds/

Hostplus and Industry Fund Services are the latest sign-ups to Iress’ new tool that combines digital advice with personalised financial education based on member demographics and preference data.

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Perpetual Wealth Management buoyed by market rebound

Perpetual/Pendal-Group/

Positive market movements have propelled a multibillion-dollar boost to the group’s wealth management business.

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MLC managed accounts strategies hit $1bn FUM mark

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Less than three years since it was launched, MLC Asset Management’s managed account strategies have surpassed $1 billion in funds under management.

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Insignia adviser numbers thin amid model revamp

insignia-financial/renato-mota/Shadforth/bridges/

Insignia has announced it has changed the naming conventions used to describe its adviser channels, now divided into professional services, self-employed, and self-licensed.

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How an adviser gambled $3.4m of his clients’ cash

Gavin-Fineff/fraud/gambling/

Financial planner, Gavin Fineff, used his position as a trusted adviser to swindle a dozen victims and feed an insatiable gambling addiction that ultimately landed him in prison last week.

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AIA Australia introduces incentives for healthy behaviours

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AIA Australia has taken the next step in its pursuit of healthier, longer, better lives for all Australians, wit

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Treasurer confirms inflation peak

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The Treasurer has confirmed inflation has “passed its peak”, as data shows CPI inflation fell in the 12 months to the March quarter.

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