ANZ WEALTH

People & Products

Shez Ford, former wealth and advice executive at CBA, has moved over to Allianz Australia as chief general manager, consumer. ...

People & Products

The Association of Financial Advisers, in conjunction with ANZ Wealth, has awarded its Rising Star of the year....

Financial planning

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...

Expert Analysis

With aged care a key policy issue for providers and the Government alike at the moment, Troy Smith looks at the intricacies of applying and getting approved for home care...

People & Products

Following their acquisition by IOOF, ANZ Wealth’s aligned advice licensees and supporting teams are set to join the advice firm on 1 October this year. ...

Tools & guides

Rahul Singh explains how to contend with the planning issues stemming from the recent introduction of downsizer contribution rules while still utilising the opportunity t...

Superannuation

ANZ Wealth has warned that uncertainty over the form the Government’s intended new retirement income framework will take is making their clients nervous and the industry ...

Tools & guides

Claudine Siou writes that from a superannuation perspective marriage and de facto relationships are not the same, warning that just living together does not afford as muc...

People & Products

ANZ has commissioned a mental health and wellness portal for advisers to facilitate more meaningful conversations with clients. ...

People & Products

The big bank has promoted Alexis George to deputy CEO following the retirement of Graham Hodges, while also appointing Mark Hand to the bank’s executive committee....

People & Products

ANZ Wealth has introduced new initiatives to its OnePath solution in a bid to adjust as the life insurance sector faces challenges....

Financial planning

IOOF has posted a strong half-year profit based on the back of strong inflows resulting from its advice strategy and ahead of completing its acquisition of ANZ Wealth....

People & Products

ANZ Wealth and the University of Technology Sydney have entered into a collaboration to explore how artificial intelligence can improve insurance underwriting....

Funds management

Adverse retail life claims experience and other factors have led to ANZ Wealth Australia reporting a decrease of $163 million in funds management and insurance income....

Life/Risk

ANZ Wealth has launched a new online platform, to better prepare advisers for the industry changes that will be brought in by the Life Insurance Framework reforms on 1 Ja...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 22 hours ago