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WEALTH MANAGEMENT
Funds management
The funds management sector is set to flourish as historically low interest rates, cheap debt, high wealth levels and strong equity markets encourage investors towards th...
Financial planning
Wilson Investment Group has sold its securities business to Wilson HTM, Craigs Investment Partners and Deutsche Bank after two years of flagging earnings....
Financial planning
Australian Unity is aiming to take advantage of opportunities in the advice sector following its purchase of Premium Wealth Management, after posting a $12 million first ...
Financial planning
Sub-par performances in the wealth management sector have damaged consumer loyalty to Australia’s Big Four banks, a new survey reveals....
Financial planning
AMP has posted a solid result for 2014, with underlying profit up 23 per cent year on year, largely driven by growth in its wealth management business. ...
Financial planning
Strong growth in international markets has seen platform provider, GBST’s first half 2014/15 increase by 58 per cent....
Financial planning
Beyond what they see in media headlines, many consumers have no idea what a financial planner does, a wealth management veteran believes. ...
People & Products
Wayne Wilson will depart Rubik and be replaced by former Bravura executive Iain Dunstan...
Editorial
With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...
Financial planning
Deloitte is arguing that Australia’s financial system is not unduly dominated by the banks....
Editorial
Mike Taylor writes that the Commonwealth Bank’s results announcement and its continued standing in the eyes of consumers suggests its financial planning woes have represe...
Financial planning
Technology provider IRESS sees solid half yearly results backed by strong performance in wealth management business....
Financial planning
Commbank Wealth Management head, Annabel Spring says the group will remain focused on its existing strategy....
Financial planning
ANZ trading update declares $5.2 billion unaudited cash profit for nine months to 30 June....
Editorial
The Commonwealth Bank has delivered a solid full-year result with its financial planning troubles making little impact in terms of comments or provisioning....
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MARKET INSIGHTS
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...