WEALTH MANAGEMENT
Financial planning
Many financial advisers are talking the talk when it comes to estate planning, but will they walk the walk? Tim Stewart reports that estate planning needs to be more than...
Editorial
Tom Keenan of iShares Australia examines some themes that may affect market outcomes in the year ahead....
Superannuation
Between limited licenses and auditor registration, it seems 2013 may see SMSFs experience more change more quickly than they ever have previously. ...
People & Products
Fidelity Worldwide Investments has appointed former Perpetual senior executive Eric Wang as chief operating officer in Australia....
Funds management
Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...
Financial planning
Following its launch last year, broking and advisory firm Octa Phillip Financial Group has been rebranded as PhillipCapital in line with the commencement of its parent co...
People & Products
La Trobe Financial has expanded its wealth management business with the appointment of Sally Humphris as head of institutional sales....
Financial planning
Moves by key stakeholder Pyne Gould appear certain to generate change at ratings house van Eyk...
Financial planning
Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....
Financial planning
IRESS has announced the launch of XPLANtouch, a tablet app that allows financial advisers and clients to access personal and financial data and more easily track their pr...
SMSF, company and trust documents provider Topdocs will integrate with Xplan, allowing pre-populating of forms and reducing data entry, the companies announced....
Funds management
The Australian Competition and Consumer Commission (ACCC) is set to shift its focus towards the wealth management industry in 2013, according to Minter Ellison partner Ka...
People & Products
In line with strategic changes to its operations, Professional Investment Services (PIS) has made three senior management appointments....
Funds management
HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....
Financial planning
Changes to the distribution landscape and demand for products and services specifically targeted at risk specialists were the main drivers behind the launch of TAL's new ...
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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...