WEALTH MANAGEMENT
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....
Policy & Regulation
ASIC has pointed to six bannings from its “Wealth Management Project” focused on the largest wealth management firms, including the major banks....
Financial planning
NAB’s digital advice offering will link clients with advisers, not cut them out out of the process, with the bank pointing to existing online advice offerings enabling ad...
Financial planning
Australia’s wealth management industry is set to become ‘supercharged’ by virtue of the China-Australia Free Trade Agreement, Assistant Treasurer, Josh Frydenberg, believ...
Financial planning
The financial services industry needs to have an integrated approach to product development and communication that does not divide the genders, ING Direct believes....
Financial planning
Two former NAB executives have launched an online cloud-based wealth advice service for members who did not visit financial planners. ...
People & Products
Former Snowball CEO, Tony McDonald, becomes non-executive director at HUB24....
Financial planning
Centrepoint Alliance has pointed to new ventures in its advice and funds managements arms as key drivers for a 78 per cent increase in after tax profits....
Funds management
Wealth management has contributed strongly to a solid half for AMP Limited....
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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...