Bela Moore

News by this author

2 October 2013

Financial planners in New Zealand may use the introduction of the Trans-Tasman Portability Scheme as a way to upsell incoming clients on insurance. ...

image
13 August 2013

Lobby group National Seniors has called on ASIC to ramp up planner regulation as AFS Group investors face investment losses due to lapsed PI insurance policies....

image

Kinetic Super has renamed its financial services company, eo Financial Services, to align with its recent rebrand....

image

Guardian Advice has entered into an equity partnership with Capital Managers as the dealer group launches its new practice equity model. ...

image

IOOF has secured access to the syndicated loan market for its national network of advisers. ...

image

Financial planners are being stymied by anti-money laundering laws and the onerous administration tasks involved in transferring client funds from one term deposit to ano...

image

A REST Industry Super survey has found that although Gen Ys need help with their savings, many are reluctant to seek out professional advice....

image

An ANZ survey has found that although the majority of Australians know the importance of a long-term finance plan, not many are seeking out professional advice....

image

Centric Wealth has released the findings of its first advisory group meeting – and they provide a welcome news on fees for the industry, says chief executive Phil Kearns....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 3 days ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 1 day ago

Having divested its advice business in August, AMP is undergoing restructuring in at least four other departments amid a cost simplification program....

2 weeks 5 days ago