POWERED BY MOMENTUM MEDIA
CHIEF EXECUTIVE OFFICER
Financial planning
BMO announces establishment of BMO Global Asset Management office in Australia....
Financial planning
Certified Financial Planners earn around $35,000 more per year on average than planners without this designation, according to the Investment Trends FPA Professional Divi...
Superannuation
A new report commissioned by ASFA found super funds will need to adapt their business models to respond to the increasing number of Aussies moving into retirement....
Financial planning
The CFP designation is gaining kudos worldwide and in Australia as demand for provable expertise and integrity grows, according to Financial Planning Association CEO Mark...
Life/Risk
ASIC will spend the next 12 months focusing intensely on churn, according to the senior executive leader of the financial advisers team, Joanna Bird. ...
Superannuation
Super funds should be able to provide limited advice on retirement products, according to ASFA’s newly released white paper. ...
Financial planning
AusUnity PFS has added 35 advisers to its network in the last 12 months, but also had to turn away quite a few, according to CEO Steve Davis....
Superannuation
CareSuper is the latest industry super fund to offer a direct investment option to prevent members flocking to SMSFs....
Superannuation
Boutique fund managers are trying to grab a slice of the ever-growing self-managed super fund (SMSF) pie, but some are questioning whether it is worth the effort. ...
Superannuation
SMSF administrator SuperGuardian has launched a second SMSF offering designed to capture the exponential growth in the self-directed investor space....
Financial planning
The Financial Planning Association has seen a significant change in member demographics over the past 12 months, with an increasing number of young planners joining the a...
Funds management
ASIC’s review of MDA guidance has major flaws, according to Bailey Roberts Group....
Superannuation
Asset managers need to figure out how they can get involved in the booming SMSF sector, according to Bennelong Funds Management's Jarrod Brown....
Financial planning
Publicly-listed financial services technology provider GBST Holdings Limited has extended its foothold in the US....
Superannuation
SMSF administrator BGL Corporate Solutions has announced a partnership with national data and analytics group RP Data to provide automated property data to SMSFs. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...