WEALTH MANAGEMENT DIVISION

Superannuation

As wealth management becomes increasingly important for Yellow Brick Road, the company reveals plans to focus on affordable advice for 'outsiders’....

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Financial planning

The growth in Westpac-aligned planner numbers was one of the major reasons the bank’s wealth management division performed particularly well in the last year. ...

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Editorial

Yellow Brick Road’s wealth management division has posted a huge jump in revenue, although the group’s overall result was a loss of $6.6 million....

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Financial planning

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

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Financial planning

The Commonwealth Bank has finished the last financial year with $7.6 billion in net profit after tax, and an earnings boost for its wealth management division. ...

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Superannuation

CBA and CFS have rolled out a simple superannuation product which targets the unadvised Gen Y market. ...

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Editorial

Wilson HTM Group has reported a net loss after tax of $2.3 million for the six months to 31 December 2012. ...

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Financial planning

Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....

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Funds management

HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....

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Editorial

ANZ has netted a $5.7 billion full-year profit, but its wealth management division has evidenced difficult market conditions....

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Editorial

The Australian financial markets and wealth management arms of IRESS have posted a profit after tax of $18.2 million and $7.6 million for the first half of 2012, respecti...

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Editorial

CommBank reports $7,090 million profit, but weak markets and regulatory challenges drag on CFS....

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Financial planning

ANZ-owned dealer group Financial Services Partners is looking to attract new advisers to its licence with a range of services under the new 'FSP DNA' brand....

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Financial planning

Wilson HTM Investment Group has reported a net loss after tax of $3.3 million for the six months to 31 December 2011....

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Financial planning

Wilson HTM Investment Group has reported a net loss after tax of $3.3 million for the six months to 31 December 2011....

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Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 days 1 hour ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days 4 hours ago