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WEALTH MANAGEMENT DIVISION
Financial planning
Shortly after Bendigo Bank opened its first community branch in 1998, the bank decided it needed a financial planning arm to complement the range of services on offer. No...
Financial planning
The Tower-owned Bridges dealer group has announced plans to open three new financial planning offices....
Editorial
Suncorp Metway has recorded a slight profit increase in the six months to December last year, despite a sharp drop in the performance of its wealth management division....
Financial planning
After less than six months in her role as head of executive services, Macquarie Financial Service’s Jane Watts has been promoted to the position of head of wealth managem...
Financial planning
Godfrey Pembroke Limited will have a new managing director for the new year, with National’s wealth management division appointing Mark Rantall to the vacant position....
Funds management
St George Group today appointed Nick Basile to the new position of head of investments and insurance in an attempt to drive the group’s wealth management division forward...
Financial planning
Dealer group AdvantEdge has lost three key players to Macquarie Bank, including its founder Jane Watts who has moved on to head up a similar venture within Macquarie’s Fi...
Financial planning
AMP has added to the number of groups offering back-office solutions to financial planners with the launch of a dealer group backoffice support service....
Funds management
The Bendigo Bank has consolidated its existing financial planning subsidiaries under a new division, Bendigo Bank Wealth Management, ahead of a planned launch of the busi...
Funds management
The National Australia Bank (NAB) delivered its six month results to March 31, 2002 yesterday, reporting a net profit from core operations of $2,156 million, up by 15 per...
Funds management
The National Australia Bank (NAB) will reinvest $200 million into its Australian wealth management division over the next three years as part of its Positioning for Growt...
Funds management
The National Australia Bank (NAB) will invest $200 million into its Australian Wealth Management division during the next three years, with the aim to create a market lea...
Financial planning
The National Australia Bank (NAB) is set to undertake a wide ranging investigation into the operation of its financial planning and dealer networks as part of a complete ...
Editorial
The National Australia Bank (NAB) has reported a 36 per cent slide in its profit for the full year to the end of September, despite a healthy operating profit from its we...
Editorial
The September quarter result for financial services group HP JDV has been dragged down by its wealth management division, with the group recording a before tax loss of $4...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...