SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...

A NEW business coaching program has seen AXA lift new business inflows from its advisers by 28 per cent....

ING Australia has chosen the name Tandem as the new trademark for the consolidated financial planning business it is forming with the merger of three of its existing deal...

ROB Coombe started last week as the head of retail at BT Financial Group. He finished it as the most senior BT executive still standing following Westpac Bank’s decision ...

AN ALLIANCE of high-net-worth investors has launched a stinging criticism of the quality of the financial advice they receive and accused financial planners of being tain...

The United Funds Management group has dropped growth oriented Credit Suisse First Boston from its pool of active Australian equities managers in favour of the style neutr...

The retail managed fund market shrunk by 1.8 per cent to $291.1 billion in the June quarter of this year, figures released today by research group Plan-For-Life show....

The pointy end of fund managers’ sales pitch to financial advisers - business development managers (BDMs) - have been cut down to a size by a new survey which labels them...

The back-to-basics push in Australia’s master trust industry is set to continue with the launch last week by ING Australia of its OneAnswer platform....

The Westpac Bank’s group executive of wealth management, David Clarke, has given the Count Financial group his assurance he will not attempt to poach any Count clients in...