WEALTH MANAGEMENT BUSINESS

Financial planning

AXA's wealth management businesses continue to feel the impact of the global financial crisis, while its insurance businesses have reported positive inflows for the first...

Funds management

The National Australia Bank has taken an 80 per cent stake in Goldman Sachs JBWere's wealth management operations....

Financial planning

National Australia Bank embarks on a $2 billion capital raising with an eye to further acquisitions and growth....

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Editorial

When the National Australia Bank (NAB) late last month announced its acquisition of Aviva’s wealth management business, its documentation lodged with the Australian Secur...

Funds management

The National Australia Bank has emerged as the winner in the bid for Aviva Australia's investment and insurance operations....

Financial planning

IOOF's acquisition of Skandia sees Intech sold to Morningstar....

Funds management

Morgan Stanley and Citi Group have formed a new global wealth management joint venture that will have a significant presence in Australia....

Editorial

Wealth management cash flows remain strong....

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Funds management

Profits impacted by impairments and weaker wealth management....

Financial planning

'Appropriate' move during capital raising....

Financial planning

Loosmore replaces Hooper as wealth management CFO....

Financial planning

Citi to build wealth management business with Morgan Stanley....

People & Products

Appointments made in advice, wrap and insurance....

Financial planning

AWM/IOOF merger delivers scale but reflects tough markets....

Editorial

String of failures bite....

 

MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

1 day 5 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

1 day 5 hours ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 1 week ago