POWERED BY MOMENTUM MEDIA
ANDREW KENNEDY
Financial planning
Financial Momentum is the latest firm to join the Count Financial national advice community....
Financial planning
Adelaide Private Wealth and DMCA Advisory have joined the CountPlus network, which has added 25 new firms this year. ...
People & Products
Henry Cai has been appointed as the firm’s new licensee systems training and support manager....
Financial planning
In a significant shift amid the transition of advice firms from MLC Wealth to IOOF a key Godfrey Pembroke firm, Ascent Private Wealth has opted to break ranks and move to...
People & Products
Count Financial has appointed Chris Burton as practice development manager as the business reaffirms its commitment to growth. ...
Financial planning
Millennials need to be more engaged with insurance options, according to Andrew Kennedy, risk adviser at HLB Insurance Services....
People & Products
HLB Mann Judd and MBS Insurance have launched a new product together, HLB Insurance Services, in response to client insurance needs....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...