POWERED BY MOMENTUM MEDIA
FINANCIAL ADVISERS
Financial planning
Skandia has become the first customer in Australia to sign-up to Morningstar’s Portfolio X-Ray tool - an instrument that details fund aggregate portfolio asset allocation...
Funds management
Almost two-thirds of financial advisers polled in a recent survey remain confident equity markets will continue to rise this year....
Financial planning
The Australian Securities and Investments Commission (ASIC) has banned a Queensland-based adviser for investing $1.3 million of client assets through an unlicensed Philip...
Financial planning
Budding software group Online Business Technologies (OBT) has signed its first major financial services client after aligning with Zurich Financial Services Australia to ...
Financial planning
Financial planners believe that managed funds research houses should provide more information on market trends and institutional ownership is a conflict of interest, acco...
People & Products
Australian Financial Services (AFS), which has been without a full-time managing director since August, has appointed insurance group OAMPS Financial Management chief exe...
Financial planning
Queensland-based Fitzpatricks Financial Planning is looking to aggressively grow its fledgling financial planning business consultancy, HeadSpace, which is targeting plan...
Financial planning
ProQuest will change its name to FinaMetrica Limited from early February after extensive growth in offshore markets drove the need for a change in branding and marketing ...
Financial planning
The prevalence of the use of model portfolios by financial planners and advisers has been confirmed by Assirt research which found 47 per cent indicating they used model ...
Financial planning
Australian Financial Services (AFS), which has been without a full-time managing director since August, will complete a full strategic review of the group’s operations by...
Financial planning
IWL has moved to expand its financial advisory software to include a risk insurance tool following the appointment of former Investment Data Technologies (IDT) specialist...
Financial planning
Money Management’s Financial Planner of the Year award is getting bigger and better every year, with increasing numbers of nominations, finalists and, this year, even jud...
Financial planning
Paul Kofod, the head of financial advisers at St George Bank has left the group and been replaced by former ANZ staffer Ferooz Normoyle....
Financial planning
The chair of the Parliamentary Joint Committee on Corporations and Financial Services, Senator Grant Chapman, has indicated it may re-examine the issue of risk product di...
Financial planning
National Australia Bank-owned MLC has been has been granted 13 Australian Financial Services (AFS) licenses by the Australian Securities and Investments Commission (ASIC)...
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,...