COMMONWEALTH BANK
Editorial
Non-aligned wealth management group, Fiducian Portfolio Services, has reported a 915 per cent increase in consolidated profit after tax to $1.877 million for the 2005 fin...
Editorial
Commonwealth Bank has again declared record dividends and posted strong full year results across all businesses, including funds management which saw a 28 per cent increa...
Editorial
Australia’s five largest banks increased their wealth management income by 19.2 per cent and their funds under management by 11.3 per cent in the first half of 2004-05, a...
Financial planning
Coin Software’s acquisition by Macquarie Adviser Services would not affect its marketing and product integration relationship with van Eyk Research, according to Coin fou...
Financial planning
There has only been a slight increase in the overall number of financial planners in the past 12 months, and most growth now appears to be coming from the self-employed s...
Financial planning
Financial planning software vendors may have differing views on whether web-based solutions will predominate in the short-term, but all providers have one thing in common...
Financial planning
MLC has finalised a deal giving it 100 per cent ownership of a Hong Kong-based wealth management business for a purchase price of $148 million....
Financial planning
Financial planners who work for the Commonwealth Bank’s operations in Hong Kong will now operate under Canadian insurance company Sun Life....
Financial planning
A repeat of the changes in funds under management seen during the March quarter will elevate Macquarie Bank to Australia’s largest asset manager, knocking Commonwealth Ba...
People & Products
The Commonwealth Bank has appointed Air New Zealand boss Ralph Norris as its new chief executive, after David Murray confirmed his retirement today....
Financial planning
Macquarie Investment Management is poised to take the mantle of Australia’s largest investment manager from the Commonwealth Bank’s Colonial First State, according to the...
Financial planning
452 Capital will need to restructure quickly to ensure business management continuity in light of Warwick Negus’ departure, analysts have said....
Financial planning
Goldman Sachs JBWere has outsourced its platform and portfolio services to Avanteos as part of a review of its total service provision to its core Private Clients busines...
Financial planning
Macquarie Funds Management has appointed Lloyd Alty as head of research for its cash, fixed interest and currency division, filling a role left vacant for the past six mo...
Financial planning
St George bank was the hottest retail fund manager in 2004, growing its funds under management faster than any other competitor in the retail market....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...