WEALTH MANAGEMENT BUSINESS
Editorial
The strong performance of AMP’s financial planning business was not enough to offset a “challenging” year in the life insurance sector. ...
Funds management
Consolidation and the impact of regulatory reform on the advice market prompt slight restructure at CFS....
Editorial
Wilson HTM has posted a net profit loss of $1.6 million, with group revenue also taking a hit. ...
Editorial
Profit falls as insurer boosts planners and distribution agreements. ...
Financial planning
Life drags on an otherwise strong AMP half-year result strongly underpinned by wealth management....
Financial planning
The Bennelong Group will expand into the advisory space after taking a controlling interest in Melbourne-based wealth management and advisory firm Carnbrea & Co. ...
Funds management
Altair Asset Management has launched its Australian equities business, with former Hunter Hall principal Philip Parker taking on the role of managing director and chief i...
Financial planning
Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....
People & Products
Equity Trustees (EQT) has appointed George Boubouras as interim chief investment officer, pending the outcome of EQT’s take-over bid for The Trust Company....
Financial planning
Guardian Advice has rolled out a new succession planning strategy which aims to help older advisers retire, while attracting the younger generation of planners to the dea...
Editorial
AMP Limited has turned in a solid full-year net profit on the back of improved performances across a range of divisions including wealth management and AMP Capital....
Editorial
Iress has reported a 5.1 per cent decline in statutory net profit to $39.2 million in its full-year results — but its wealth management business continues to attract stro...
People & Products
La Trobe Financial has expanded its wealth management business with the appointment of Sally Humphris as head of institutional sales....
Financial planning
Moves by key stakeholder Pyne Gould appear certain to generate change at ratings house van Eyk...
Financial planning
A pool of advisers and analysts will transfer from Investorfirst to Wilson HTM after the pair signed a non-binding agreement to share resources and promote core business ...
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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...