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Editorial
Will master trusts and planning software ever merge. John Wilkinson finds opinion is still divided....
Financial planning
Axa is set to buy 100 per cent of ipac Securities for $205 million and will run it as a stand alone unit....
Financial planning
Wealthpoint Financial Services has shed some sixty staff in preparation for its recently announced integration with AdviserNet, including its own chief executive officer ...
Financial planning
AXA Asia Pacific chief finance officer Matthew Slatter has headed for greener pastures and landed the position of chief executive officer and managing director with Tabco...
Financial planning
Wealthpoint chief executive officer Brett Sanders will be made redundant at the end of August following the execution of strategic plans to rationalise the St George fold...
Financial planning
AXA is looking for organic growth in its operations and will only use acquisitions if there is perceived value, says chief executive officer Henri de Castries....
Financial planning
The asset management arm of the BT group will be re-branded in the coming months to Principal Global Investors (PGI) as part of the global integration of Principal and BT...
Financial planning
Rothschild Australia Asset Management (RAAM) has today announced the senior management team to head of its combined funds management venture with the Westpac Bank, reveal...
Financial planning
Strategic Investments Australia has undergone an internal restructure, resulting in the promotion of Chris Lumby to chief executive officer....
Financial planning
HSBC Asset Management has expanded its business development team with two additions, continuing the group’s focus on strengthening its services to the Australian retail m...
Financial planning
Taking a financial planning business to a national level requires a robust business model and determination to match. FIONA MOORE reports on how a 78-year-old stockbrokin...
Funds management
The funds management and banking sectors have been in an acquisition frenzy during the past two years, fulfilling the industry prophecy of rationalisation. FIONA MOORE ta...
People & Products
The first major part of the integration of Westpac Investment Management (WIM) and Rothschild Australia Asset Management (RAAM) has been finalised with the appointment of...
Financial planning
The Investment and Financial Services Association (IFSA) chief executive officer Lynn Ralph has handed in her resignation after four and a half years, with current deputy...
People & Products
The St George Bank has filled its Investment Services chief executive position, vacated by the sudden departure of Richard Cawsey, with Yorkshire Bank chief operating off...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...