POWERED BY MOMENTUM MEDIA
FUND MANAGERS
Financial planning
The Macquarie Group has stamped its name on this year's Assirt service level awards, taking out top place in both the funds management and platform categories after comin...
Financial planning
So, you’re a small practice wanting to look after your own back-office? Here are some tips to help you take total office control....
Financial planning
The time for a financial planning reality TV show is long overdue, says Nick Bruining....
Financial planning
Managing director of financial planning firm NC Bruining & Associates, Nick Bruining, says that while keeping back-office duties in-house means getting your hands dirty, ...
Financial planning
The Australian Council of Trade Unions (ACTU) has made a pitch to fund managers and asset consultants that it still regards superannuation as an integral part of its appr...
Financial planning
The former head of the Australian Stock Exchange (ASX) Fund Connect project has joined its rival Ausmaq as a consultant in what the group says is a bid “to push it the la...
Financial planning
The Norwich Union owned Navigator platform is set to incorporate straight through processing (STP) throughout its operations, to the benefit of the 3,500 financial advise...
Financial planning
Financial planning software provider Syscorp has signed an alliance with Computer Science Corporation (CSC) for the latter to act as a distribution channel for Syscorp’s ...
Financial planning
Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...
Financial planning
Nearly 60 Australian fund managers have been set a July 18 deadline by the New Zealand Securities Commission to investigate possible breaches of regulations in filing do...
Financial planning
OFM Investment Group is conducting due diligence on a new administration outsource provider after mutually agreeing to part with incumbent provider, State Trustees, follo...
Financial planning
25 per cent of Securities Institute members remain unconvinced the Australian Securities and Investments Commission’s (ASIC) recently released guidelines on fee disclosur...
Funds management
Perennial Investment Partners yesterday signalled it will continue to be active in representing investor interests on corporate governance, a stance coinciding with the r...
Financial planning
With the sun now peeking through on international stock markets, Ben Abbott reports on how fund managers have managed to weather the storm....
Funds management
Australian fund managers are confident this financial year will prove more fruitful than 2002/03 despite the failure of estimates made this time last year to materialise....
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....