POWERED BY MOMENTUM MEDIA
DEALER GROUPS
Superannuation
Two former Super Concepts directors have launched a self-managed superannuation fund education business in Melbourne....
Financial planning
The Commonwealth Bank of Australia has moved swiftly to address service level concerns of dealer groups using its newly acquired Symetry platform as the bank attempts to ...
Financial planning
The Commonwealth Bank of Australia has moved swiftly to address service level concerns of dealer groups using its newly acquired Symetry platform as the bank attempts to ...
Financial planning
Controversy over soft dollar payments and conflicts of interest are threatening the financial planning industry. Money Management invited some of the industry’s leaders t...
Financial planning
Standard & Poor’s (S&P) has bolstered its fledgling fund ratings team to research non-traditional areas of the managed investments arena such as mortgage trusts, multi-ma...
Financial planning
Advisers and dealer groups who flout the new industry code of practice on soft dollar payments may be publicly ‘outed’ by the financial planning association (FPA)....
Financial planning
Advisers who are concerned about potential conflicts of interests in their businesses will have access to a new resource, thanks to the launch of a new course by a financ...
Financial planning
Three quarters of financial planning clients do not see a need for addition regulation, and while a surprising number actually read Statements of Advice, only 11 per cent...
Financial planning
Australian Financial Services (AFS) has transferred $180 million to Russell Investment Group as part of a new strategy to outsource investments to established multi-manag...
Financial planning
Competition is driving platform fees down and it’s advisers who are feeling the pinch, writes John Wilkinson....
Financial planning
So you thought platforms were a steady business? Not on your life. It has been a year of movers and shakers, writes Ross Kelly....
Financial planning
Inadequate professional indemnity (PI) insurance is proving a major compliance hurdle for financial planning dealer groups, the Australian Securities and Investments Comm...
Financial planning
An industry scheme to provide planners with professional indemnity cover is close to being set up, but could be scuttled at the eleventh hour because of a reluctance by d...
Financial planning
The Financial Planning Association (FPA) has been forced to defend itself against accusations that it will not be able to police its own self imposed get-tough codes on s...
Financial planning
Skandia has reported a strong rise in funds flowing through its platform, Skandia One, and is aiming to maintain this growth to push it beyond $5 billion by 2006, chief e...
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....