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. ...

image
Funds management

Consolidation and the impact of regulatory reform on the advice market prompt slight restructure at CFS....

image
Editorial

Wilson HTM has posted a net profit loss of $1.6 million, with group revenue also taking a hit. ...

image
Editorial

Profit falls as insurer boosts planners and distribution agreements. ...

image
Financial planning

Life drags on an otherwise strong AMP half-year result strongly underpinned by wealth management....

image
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. ...

image
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...

image
Financial planning

Praemium has entered the cloud-based sphere with a new customer relationship management solution for financial advisers....

image
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....

image
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...

image
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....

image
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...

image
People & Products

La Trobe Financial has expanded its wealth management business with the appointment of Sally Humphris as head of institutional sales....

image
Financial planning

Moves by key stakeholder Pyne Gould appear certain to generate change at ratings house van Eyk...

image
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 ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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...

1 week 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...

1 week 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...

1 week 1 day 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. ...

9 months ago

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

9 months 2 weeks ago