POWERED BY MOMENTUM MEDIA
BT FINANCIAL GROUP
People & Products
ANZ has appointed former BT Financial Group general manager of finance and legal, John Frechtling, as chief financial officer for OnePath and head of finance for ANZ Weal...
Financial planning
The push to achieve professionalism in financial planning needs to go beyond planners to include all participants in the industry, according to general manager of advice ...
Policy & Regulation
Smaller platform providers claim large institutions that have financial products, administration services and distribution networks under one umbrella will find ways to p...
People & Products
BT Financial Group recruits Bravura's Wes Hall to head up practice management....
Financial planning
The Financial Services Institute of Australia (Finsia) has released draft principles against which companies can report on and measure gender diversity....
Financial planning
Westpac has posted a solid six-month performance with wealth management making a key contribution....
Policy & Regulation
A ban on risk commissions within superannuation has been one of the main areas of concern resulting from the Government's FOFA package....
Superannuation
Continuous tinkering with the rules relating to self-managed super funds (SMSFs) and superannuation in general is causing serious concerns for advisers and inflicting dra...
Superannuation
Continuous tinkering with the rules relating to self-managed super funds (SMSFs) and superannuation in general is causing serious concerns for advisers and inflicting dra...
People & Products
K2 Asset Management has expanded its business for the second time this year and opened a Perth-based office, appointing Steven Bell as regional manager....
Financial planning
Getting ready for the end of the tax year needs year-round thought, writes Janine Mace. She explains what financial planners should be telling their clients....
Financial planning
Tax is an integral part of a client's financial affairs - particularly in relation to superannuation - so financial advisers need to regularly discuss it with clients. Ja...
Financial planning
Janine Mace outlines what financial advisers should be doing to ensure their businesses are adequately prepared for the end of the financial year....
People & Products
Boutique investment management company RARE Infrastructure has recruited Steve Williams from AMP Capital Investors for its newly created role of regional manager of the r...
Superannuation
Gearing in self-managed super funds (SMSFs) is one of the most confusing issues for advisers, and the Queensland floods could highlight the need for legislative change, a...
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....