WEALTH MANAGEMENT
Financial planning
Annuities specialist Challenger Limited has set itself a target which will make it the highest-selling annuity provider in the Australian wealth management market....
People & Products
Former HSBC Global Asset Management chief investment officer Dr Paul Kasian has joined Equity Trustees (EQT) as head of equities....
Financial planning
Wealth summit confirms US investors are just as tentative about getting out of cash as their Australian counterparts....
Editorial
The Commonwealth Bank has confirmed the strong start it has made to 2013, with a March quarter trading update revealing a statutory net profit of $1.9 billion and wealth ...
People & Products
Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....
Funds management
New US research points to increasing use of mobile apps by wealth management clients....
Funds management
New US research points to increasing outsourcing among wealth managers looking to revamp and save costs....
People & Products
Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....
Editorial
The ‘variable annunity’ in vogue overeas is neither entirely variable nor an annuity – so what is it, and what could it do for Australian retirees? Andrew Barnett explain...
People & Products
ClearView Wealth has appointed Mike Pope and Elliot Singfield to the senior management team as it continues to build on its life insurance, wealth management and financia...
Financial planning
After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...
Editorial
AMP Limited has turned in a solid full-year net profit on the back of improved performances across a range of divisions including wealth management and AMP Capital....
Editorial
Iress has reported a 5.1 per cent decline in statutory net profit to $39.2 million in its full-year results — but its wealth management business continues to attract stro...
People & Products
Wealth management group Centric Wealth has increased its focus on regional and interstate growth by adding two former Perpetual planners to its Canberra team....
Editorial
Wilson HTM Group has reported a net loss after tax of $2.3 million for the six months to 31 December 2012. ...
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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...