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WEALTH MANAGEMENT
Financial planning
Peer-to-peer investment start-up SelfWealth is preparing to launch two products at the end of this month aimed at addressing “the frustrations” that consumers face in fin...
Funds management
Investment and superannuation platform provider HUB24 announces a new white label partnership with Lifespan Financial Planning....
Funds management
Wealth management fintech BigFuture has today unveiled an update to their cloud-based application....
Financial planning
Under its licence, Fitzpatricks Private Wealth has aligned with Brisbane-based Highland Financial as it seeks culturally aligned, fee-based advisory businesses....
Financial planning
ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips....
Financial planning
Major financial planning software provider, IRESS, announces a strong full year result underpinned by a “double-digit growth” in wealth management in Australia and New Ze...
Financial planning
AMP’s wealth management business reported a $410 million profit for the 2015 financial year, as the company saw profits rise by 10 per cent....
People & Products
IRESS has promoted Jacque Lennon to newly-created Productive Executive, Wealth Management role....
People & Products
Family office and wealth specialist, Mutual Trust, selects Northern Trust for custody mandate. ...
Accounting
While most accounting firms expect revenue from wealth management in FY16, mid-sized firms are more confident in the area compared to large firms, research reveals....
Financial planning
The Commonwealth Bank has appointed AMP's Hugh Humphrey as its new Bank Financial Planning General Manager. ...
Funds management
Australian fintech and wealth manager, BigFuture, has completed a $520,000 capital raising as it looks to build its service capabilities....
Financial planning
Financial advisers’ focus on “superior performance” could mean investors fail to achieve their financial goals, research reveals....
Funds management
New research confirms banks are far from dominant in the wealth management space....
Financial planning
Advisers will have a crucial role in facilitating the transfer for trillions of dollars between baby boomers and their heirs, research reveals....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...