WEALTH MANAGEMENT
Funds management
New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....
People & Products
ING Direct has moved to expand its presence in the adviser space with the appointment of Charles Smith to a senior role within the bank’s third party distribution team....
Funds management
ANZ Global Wealth is focusing on digital technology through its online and mobile avenues to connect customers....
Financial planning
UBS leverages global experience to establish a family office business in Australia. ...
Financial planning
New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...
Financial planning
A new analysis suggests the push by the major banks into planning and life insurance is not yet paying the dividends they hoped for. ...
Financial planning
The wealth management industry should not only embrace digital technology but redesign its business model around the connected customer, according to a research paper....
Editorial
This may become the Asian century but the wealth management sectors of each Asian country behave differently and have varying products, processes and problems that requir...
Editorial
AMP’s life insurance arm had a $24 million loss in Q3, half of which came from lapsed policies....
People & Products
AMP Capital has reaffirmed its commitment to the SMSF market by appointing a former NAB executive to the newly created role of head of SMSF....
Financial planning
Publicly-listed wealth management and broking technology company GBST has received a key UK platform technology award. ...
Funds management
New MLC research confirms women more worried than men about retirement savings adequacy....
Funds management
Australia’s high net worth individuals are increasingly being offered 'one-size-fits-all’ solutions despite their diverse needs, a start-up wealth management firm believe...
Editorial
AMP’s Craig Meller argues financial services institutions need to keep changing with their customers if they want to stay attractive. ...
Financial planning
Chan Naylor has announced a commercial partnership with online platform provider NowInfinity to provide what both companies describe as a "real-time tailored" SMSF soluti...
Never miss the latest news and developments in wealth management industry
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...