POWERED BY MOMENTUM MEDIA
CHIEF EXECUTIVE
Financial planning
Morningstar has rejected comments from InvestorWeb chief executive Otto Buttula that the purchase of research data from them by InvestorWeb makes up more than a third of ...
Financial planning
Morningstar has rejected comments from InvestorWeb chief executive Otto Buttula that the purchase of research data from them by InvestorWeb makes up more than a third of ...
Financial planning
Research house Morningstar has maintained a downgrade on Colonial First State’s flagship Australian equities fund, the Imputation Fund, following the announcement last we...
Financial planning
Sealcorp head Ian Knox will take on the role of head of investment services with St George Bank after investment services group executive Richard Cawsey announced his dep...
Superannuation
Boutique funds management house Hunter Hall is preparing to launch a new ethical superannuation fund in an attempt to capitalise on the growing popularity of its series o...
Financial planning
OFM Investment Group, the financial services and property investments company which came about as part of the demutualisation of the Over 50s Mutual Friendly Society, has...
Financial planning
Van Eyk Research has confirmed it is in discussions with wholesale research group William M. Mercer regarding a deal that would result in van Eyk being sold completely to...
Financial planning
Former ING Financial Planning chief executive Mark Spiers has announced his re-emergence in the industry by taking on the role of ASX FundConnect project director....
Financial planning
In one of this year’s biggest recruiting coups, Colonial First State has signed up one of BT Funds Management (BTFM) highest profile senior executives, Brian Bissaker, to...
Financial planning
Australian agribusiness investment manager Timbercorp is allowing investors to diversify into three different plantation projects: eucalyptus, olives and almonds via a ne...
Financial planning
The latest news from within the Commonwealth Bank group is just the closing moves in one of the biggest industry mergers in recent years. GEORGE LIONDIS looks at where it...
Financial planning
Fierce competition has developed between players seeking to launch the first product that incorporates the standards of the Investments and Financial Services Association...
Financial planning
Contract administration as part of a business strategy can ensure ongoing income stream for a dealer group, but is an area that is sometimes over-looked, according to Inv...
Financial planning
Research house InvestorWeb will phase out the purchase of raw data from Morningstar as it seeks to create its own, depriving the latter of a sizeable portion of its reven...
Financial planning
Financial planners with fund manager relationships for master trust and wrap account functions could be doing more damage to the practice than good, according to Associat...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...