WEALTH MANAGEMENT

Funds management

Schroders Australia, ClearBridge and GAM have all made new hires in their distribution teams, focusing on wealth and financial advisers. ...

People & Products

The firm’s wealth management arm is welcoming an experienced corporate leader to its team....

People & Products

Allianz Retire+ has appointed Brendon Rodda from PIMCO as chief distribution officer for wealth management. ...

Financial planning

A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational weal...

People & Products

Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions....

People & Products

Money Management is pleased to launch a groundbreaking new conference that will set the stage for transformative change in wealth management....

Financial planning

Hyper-personalisation is among changes that wealth managers could be offering in 2024 as they embrace technology to benefit their clients. ...

Financial planning

National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...

Financial planning

The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...

Financial planning

Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...

Financial planning

Wealth management platform provider, Acclaim Wealth, has appointed Terry Constable as its chief executive. ...

People & Products

Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon....

Funds management

Reflecting on the seemingly slow pace of innovation in Australia’s financial services sector, panellists at the SIAA conference have warned foreign entrants could bring a...

People & Products

Scott Hartley is to depart AMP as the firm scraps his CEO of Australian wealth management role while CFO Peter Fredricson will depart after less than a year in the positi...

Financial planning

The asset manager has announced the appointment of Jonathan Jenkins to lead client business in Victoria, Tasmania, South Australia and Western Australia....

 

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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...

3 days 13 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...

3 days 13 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...

4 days 13 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