POWERED BY MOMENTUM MEDIA
MORTGAGE
Superannuation
The sad truth is that many clients will not be able to retire when they want to. Mike Taylor reports....
Financial planning
Financial advisers have been called on to do themselves and the industry a favour by driving ‘bad eggs’ out of the industry....
Funds management
Superannuation fund members have been warned against engaging the services of individuals or companies promoting early access to retirement benefits and threatened with s...
Financial planning
Financial planners have generally steered away from partnering with mortgage brokers, but it may be time to reconsider. Mike Taylor reports....
Financial planning
In a congested market, differentiation is everything. Craig Phillips looks at why standing out from the pack is all the more relevant for back-office service providers....
Financial planning
Mid-size mortgage broking firm, Lawfund, is close to taking equity in a Sydney-based dealer group, with director Sal Correro confirming negotiations are well-advanced....
Financial planning
Snowball Group, through its superannuation services subsidiary CIS Financial Services, has been appointed by listed technical services company UXC to run the superannuati...
Editorial
Are you going all the way with your clients, or stopping at second base?...
Editorial
Craig Phillips looks back at some of the big funds management groups no longer in operation....
Financial planning
Three dealer groups will make the move into loan originating when the Efinance group rolls out its loan service in September....
Financial planning
The Australian Labor Party (ALP) has emerged as the only major critic of the superannuation deal struck between the Government and the Australian Democrats to introduce a...
Financial planning
The Australian population may be under-insured, reports Ben Abbott, but what’s more, Australians’ appetite for insurance appears to be lacklustre....
Financial planning
Challenger Financial Services Group has agreed to acquire Zurich Capital Markets’ (ZCM) Australian Principal Finance business, Interstar Securities, in a deal struck by i...
Life/Risk
Software and information supplier Investment Data Technologies (IDT) will now offer general insurance research, quotation and electronic policy fulfilment capabilities as...
Financial planning
Financial services group OFM Investment today announced that Sterling Grace Corporation, a New York-based investment fund specialising in the financial services sector ha...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...