POWERED BY MOMENTUM MEDIA
MORTGAGE
Editorial
Challenger Financial Services Group has reported a net loss of $235.45 million for 2003/04 - the result of $280 million goodwill write down....
Financial planning
Melbourne based fund manager OFM Investment Group has struck a deal with Credit Management Australia (CMA) to becomes it’s the first client for the latter’s risk manageme...
Financial planning
The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...
Financial planning
The big software providers can’t be everything to everyone – and that’s where other technological whizzes step in. Lucie Beaman reports....
Financial planning
There are thousands of opportunities waiting for those planners prepared to venture beyond their own backyard, writes David Thomas....
Financial planning
Principal Global Investors (PGI) Australia has re-entered the Australian fixed income market following the expiry of a non-compete contract clause in its US-parent’s sale...
Financial planning
Trust Company of Australia is narrowing its strategic focus after announcing the sale of its equity custody arm to ANZ and plans to offload its Permanent Business Adviser...
Funds management
A group of property investment seminar promoters have agreed to consent orders in the Federal Court to correct misrepresentations allegedly made in material promoting a s...
Financial planning
Diversified fixed income funds composed of alternative asset classes such as hybrid securities and global high yield corporate bonds are only achieving average performanc...
Financial planning
Boutique financial planning group Centrestone Wealth Advisory Group has confirmed its push into the lending advice space, with the launch of Centrestone Lending Advisers....
Financial planning
AMP Financial Planning has appointed former ING head of aligned distribution Grant Pearson as its new head of advice segments, as part of a restructure of its senior mana...
Financial planning
The Securities Institute has teamed up with the Mortgage Industry Association of Australia to raise broking standards ahead of a regulatory shake-up in the sector analogo...
Financial planning
International Mezzanine Funds Management has recruited two former Challenger executives including former managed investments director Martin Ashe as its new managing dire...
Financial planning
Vanguard Investments has been given the top rating across three fixed interest categories in Navigator Research’s fixed interest review of 17 managers and over 40 funds i...
Financial planning
Almost two thirds of baby boomers do not have financial plans or have a financial planner with nine out of 10 confident of their own financial knowledge according to a su...
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,...