WEALTH MANAGEMENT DIVISION
Financial planning
NZ-based general and life insurance firm Tower will seek to grow by acquisition using a $130 million cash payment it will receive next year from the sale of its wealth ma...
Financial planning
National Australia Bank, despite reporting a healthy operating profit for its wealth management business, has ended an otherwise tough year on a bad note after today repo...
Editorial
Perpetual is looking to its new global equities operation in Dublin to help it achieve a 10 per cent growth target by the end of June next year....
Financial planning
BT Financial Group has signed a deal with Newcastle Permanent Building Society to badge BT’s wrap suite as the core platform within the NSW central coast firm’s wealth ma...
Financial planning
Associated Planners Financial Services (APFS) shareholders delivered a landslide vote last week in favour of Challenger Financial Services Group’s (CFSG) proposal to acqu...
Financial planning
Tower Trust has appointed former JPMorgan executive Philip Joseph to head its corporate trust business and drive a new growth strategy aimed at increasing its presence in...
Financial planning
Associated Planner Financial Services shareholders delivered a landslide vote this morning in favour of Challenger Financial Services Group's proposal to acquire the deal...
Financial planning
Challenger Financial Services Group has revealed the specific details of its proposed merger with Associated Planners Financial Services following the Federal Court yeste...
Financial planning
Tower Limited is continuing to tweak its wealth management division with the aligning of Tower Credit Union Alliance with planning arm Bridges Financial Services....
Financial planning
Tower Limited, 15 months into a two year rebuilding program of the group, appears to have put its recent woes behind it with today’s net profit after tax announcement of ...
Financial planning
The Commonwealth Bank has merged its Premium Financial Services (PFS) and Institutional and Business Services (IBS) divisions resulting in the departure of IBS group exec...
Financial planning
National Australia Financial Planning Business (NAFPB) has relocated its planners away from the metropolitan centres and head offices of the three states it operates in t...
Financial planning
Boosted by an upturn in market conditions, Suncorp delivered a better than expected net profit today across its three main business areas – banking, general insurance and...
Financial planning
Industry Fund Services (IFS) is incorporating two of Australia's largest eligible roll-over funds in a bid to generate “genuine capital scale” in preparation for its plan...
People & Products
Tower has announced Bridges Financial Services managing director David Bleakley will step down and leave the group early in the new year after three years at the helm of ...
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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...