WEALTH MANAGEMENT BUSINESS
Editorial
ANZ has netted a $5.7 billion full-year profit, but its wealth management division has evidenced difficult market conditions....
People & Products
Maria Lykouras has been appointed general manager advice licensee services of Commonwealth Bank's wealth management business....
People & Products
Former Australian Olympic swimmer Kieren Perkins has been appointed National Australia Bank Private Wealth state manager for Queensland....
Financial planning
Traditional segmentation is not tailored to suit clients' objectives, according to Perpetual's general manager for private client advice, Nick Langton....
Financial planning
Amid a scramble from several major institutions to acquire extra scale in terms of distribution, retaining and acquiring key leadership personnel is also crucial to busin...
People & Products
The Commonwealth Bank gets a new wealth head as part of post-Norris changes....
Financial planning
ClearView has returned strong results at the end of the first financial year following the acquisition of Bupa's wealth management business....
People & Products
Financial services technology provider, GBST, has appointed Nick Frolich to its wealth management business....
Financial planning
ING Investment Management's range of funds has been placed 'on hold' by ratings house Standard & Poor's Fund Services, following yesterday's announcement that ING has rea...
People & Products
Former ING Investment Management executive, Alan Harden, has moved to BNY Mellon Asset Management to head its Asia Pacific business....
People & Products
National Australia Bank (NAB)-owned wealth manager, JBWere, has appointed Mark Joiner as its new chairman, after Michael Ullmer announced he was stepping down....
People & Products
Equity Trustees (EQT) has appointed its head of marketing Philip Galagher to head up its private clients wealth management business....
Financial planning
Professional Investment Holdings will soon join the likes of competitors Count Financial and WHK, becoming a listed entity via its merger with Centrepoint Alliance....
Financial planning
Bendigo and Adelaide Bank is preparing to launch a new low-cost investment platform, Trinity³, which the group said would be unconstrained by the legacy issues facin...
People & Products
Bendigo and Adelaide Bank has completed its acquisition of a 24 per cent stake in Linear Asset Management as a building block to extending its wealth management platform ...
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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...