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....

image
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...

image
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...

image
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. ...

image
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...

image
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 ...

image
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...

image
People & Products

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

image
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....

image
People & Products

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

image
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....

image
People & Products

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

image
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....

image
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...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 3 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 4 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 3 hours ago

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

9 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. ...

8 months 4 weeks ago

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

9 months 1 week ago