UBS

Funds management

Fixed income and cash ETFs recorded the fastest growth in the sector, while investors turned away from Australian property ETFs, according to Stockspot. ...

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Funds management

UBS’ microcap fund has been added to Macquarie’s wrap, which would give investors access to an actively managed diversified portfolio of companies that were not dependen...

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Financial planning

Crestone has finalised its acquisition of UBS Wealth Management Australia, and has started operating with $14 billion in AUM. ...

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Financial planning

New research confirms that financial planners are playing an integral role in the growth of the financial services industry....

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Financial planning

JB Were has entered a research and distribution alliance with UBS as NAB takes full ownership....

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Never miss the latest news and developments in wealth management industry

Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

3 days 1 hour ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

3 days 1 hour ago
JOHN GILLIES

Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...

3 days 20 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....

10 months 2 weeks 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. ...

10 months ago

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

10 months 2 weeks ago