WEALTH MANAGEMENT

Superannuation

ANZ Wealth announced new model portfolios focusing on the specific needs of retirees, which would be available through its aligned licensees....

Financial planning

ASIC has banned a former Macquarie Equities Limited representative from providing financial services for five years for inappropriate advice and engaging in unauthorised ...

Policy & Regulation

Government regulations imposed on Australia’s wealth management, banking, and superannuation sectors were more likely to disrupt the industry than innovation....

Financial planning

Marianne Perkovic has been promoted out of her wealth management role to become EGM of Commonwealth Private. ...

Superannuation

The outcome of the Federal election will not change the fact that the new super regime is for building only a moderate retirement nest-egg, according to Austock....

Financial planning

NAB and Westpac may have made the best strategic call by keeping their wealth management businesses as separate entities, according to an academic analysis....

People & Products

Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....

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....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 6 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago
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