POWERED BY MOMENTUM MEDIA
LUMEN
Financial planning
The privately-owned adviser network has adopted data analytics software Lumen to help with compliance monitoring....
Funds management
Lumenary Investment Management has reduced the cash weighting on its Global Founders fund by more than half, having previously held more than 50% of the fund in cash....
People & Products
IRESS has integrated its data and analytics solution with XPLAN in response to fee-for-no-service concerns raised by the Banking Royal Commission. ...
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,...