POWERED BY MOMENTUM MEDIA
EXECUTIVE DIRECTOR
Policy & Regulation
Treasury officials point to looming announcement on grandfathering rules – but claim original design was too “liberal”....
Financial planning
Fraud victims are often reluctant to report the crime, according to Australian Crime Commission director Dr David Lacey. ...
People & Products
Henderson Global Investors has appointed Sophia Rahmani as chief operating officer of its Australian funds business....
Financial planning
Sean Rothsey has stepped down as chairman and as a director of MDS Financial Group after more than five years in the position....
Financial planning
Australians are prioritising their savings over mortgage repayments in 2013, according to ING DIRECT....
Life/Risk
Life insurance and income protection could protect a family's financial interests if the worst were to occur, according to Smartline Personal Mortgage Advisors....
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Financial planning
Whilst huge winds of change batter the investment and regulatory environment, a fundamental shift in the way consumers interact with technology is altering the nature of ...
Life/Risk
Buying a property presents an ideal time for clients to consider their insurance and estate planning needs, according to Smartline's Joe Sirianni....
Superannuation
The regulatory controls on the manner in which SMSFs approach risk insurance coverage for fund members are tightening in a number of respects, writes Macquarie Adviser Se...
Financial planning
Netwealth appoints UBS GAM to manage investments....
Funds management
As investors look to diversify their portfolios, Certitude Global Investment chief executive Craig Mowll says he has seen a renewed interest in fund managers taking an ac...
Funds management
Investors making the decision to allocate to listed property are looking beyond a single-strategy portfolio to meet their financial needs and want to diversify across a l...
Financial planning
Select Asset Management has launched a range of new services and offerings, incorporating them into a new business - Select Investment Partners....
Financial planning
ING Direct has announced changes to its distribution model which will see the bank's financial advice and broking divisions merge....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...