POWERED BY MOMENTUM MEDIA
COMMONWEALTH BANK
Financial planning
For the first time since Money Management began publishing its Top 50 Distributors list, the big players have loosened their stronghold on Australia’s financial advice di...
People & Products
BT Financial Group has formally appointed the interim head of its financial planning and advice business, Justin Greiner, permanently into the role four months after he t...
People & Products
Challenger Financial Services Group chief executive officer Chris Cuffe will step down as head of the group in August to take over responsibility for developing its wealt...
Financial planning
The Commonwealth Bank has launched a new investment vehicle - Capital India - to provide Australian investors with access to the Indian stock market....
Financial planning
Challenger Financial Services Group chairman James Packer will step down due to other commercial obligations, paving the way for former Commonwealth Bank executive Peter ...
Financial planning
Challenger Financial Services has completed its Australian equities analyst team revamp with the addition of a banking analyst to round off an overhaul of the division un...
Financial planning
Almost two thirds of baby boomers do not have financial plans or have a financial planner with nine out of 10 confident of their own financial knowledge according to a su...
Financial planning
The Commonwealth Bank has merged its Premium Financial Services (PFS) and Institutional and Business Services (IBS) divisions resulting in the departure of IBS group exec...
People & Products
Fiducian Portfolio Services (FPS) has unveiled its new head of wealth management, former St George Bank staffer Mark Schroeder, who joins this week with a mandate of impr...
People & Products
Westpac financial planning head, Scott Walters departed from the group on Friday after less than a year in the role, with his responsibilities passing in the interim to B...
Financial planning
The revolving door is never far from financial services. Jason Spits takes a look at who left, who joined and who rose one more rung on the ladder....
Financial planning
The Commonwealth Bank has enacted a series of changes within the Financial Wisdom dealer group including the waiving of new license fees, expanded recommended list and th...
Financial planning
Tribeca Learning has signed up almost 900 advisers to its online continuing education service OnTrack, with two new institutional clients bringing numbers to 6,500 since ...
Financial planning
Bridges Financial Services is gearing up for an assault on the Victorian and Queensland financial planning markets with plans to open up eight new offices – four in each ...
Financial planning
As smaller players in financial services look for scale, the larger institutional players have continued to consolidate. Mike Taylor reports....
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...