POWERED BY MOMENTUM MEDIA
DIRECTOR
Financial planning
Listed property trusts are at the start of a strong upward climb, according to Ausbil Dexia director Winston Sammut....
Superannuation
The capabilities of asset managers should be carefully considered when selecting a pooled super trust, with a focus on the areas of weakness, according to van Eyk directo...
Superannuation
The growth in self managed superannuation has grown in recent months as the result of changes in legislation. Ben Smythe investigates what advisers should be telling clie...
Financial planning
Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....
Financial planning
Former Westpac financial adviser, Luke Stuart McGrath has been given a lifetime ban from acting as a representative of a securities dealer or investment adviser from the ...
Financial planning
The Financial Planning Association (FPA) will announce a replacement for former FPA chief executive officer, Michael McKenna, in early October, according to FPA Chairman ...
Financial planning
Fund manager and financial planning firm, Fiducian Portfolio Services, has closed its $22.4 initial million public offering oversubscribed....
Financial planning
Further problems have cropped up for the former Soho Lemon scheme managers, with Suncorp Metway calling in its loan on the Victorian farm....
Financial planning
Can planners survive the breakdown of a couple’s marriage and keep both spouses as clients? Jason Spits investigates....
Life/Risk
The number of documented cases of people being refused insurance after being gene-tested has almost doubled since recent publicity about gene-testing according to directo...
Funds management
There is “little room for error” left in the Australian funds management industry according to a new report which says the industry is rapidly reaching maturity...
Financial planning
Tax reform, new licensing laws and an added emphasis on professionalism and training is a turbulent time to become chairman of the Financial Planning Association. Jason S...
Financial planning
The transition of portfolio assets when changing fund managers is resulting in higher costs and loss of performance for superannuation funds according to Frank Russell tr...
Financial planning
Some investors are more willing to consider a fund’s ethical focus with financial performance a lesser priority when it comes to investing outside the family home accordi...
Financial planning
An administrator has been appointed to the Victorian Soho Lemon Management scheme. Director Peter Russell-Clarke says he requested an administrator be appointed to protec...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...