WEALTH MANAGEMENT

Financial planning

Despite being more worried about retirement income shortfall, Australian women gave less thought towards planning forward than men....

Financial planning

Building consumer trust - not digital disruption - is the biggest challenge facing the wealth management industry, delegates at Money Management’s Platforms and Wraps con...

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....

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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. ...

4 days 23 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 4 days ago

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

1 week 3 days ago
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