WEALTH MANAGEMENT
Editorial
While equities no longer have the appeal they had prior to the financial crisis, sophisticated fixed interest strategies are springing up in their wake....
Financial planning
GBST has released a new wealth management platform that it said is market ready for incoming Future of Financial Advice (FOFA) requirements....
The techniques that pre-retirees have used in the past to amass a larger superannuation pool are no longer possible, according to Jonathan Philpot, wealth management part...
Financial planning
Anthony James and Jim Boynton explain why financial planners shouldn’t delay their FOFA implementation....
Editorial
Prime Financial Group's NPAT dropped by a quarter in the 2012 financial year and FUM dropped slightly, although wealth management revenue grew by 11 per cent....
Editorial
The Australian financial markets and wealth management arms of IRESS have posted a profit after tax of $18.2 million and $7.6 million for the first half of 2012, respecti...
Funds management
With 70 per cent of Australians expecting to own a smartphone by mid 2014, there is a big potential market for wealth management applications....
Life/Risk
ClearView has posted positive results for the 2011/2012 financial year after extending its reach into the life insurance and wealth management markets....
People & Products
Equity Trustees Limited has appointed Anne O'Donnell as non-executive chairman of its superannuation business....
People & Products
Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....
Financial planning
Premium Wealth Management has this week launched an enhanced service for member planners - the next phase of its succession planning program 'Succession Ready'; The Premi...
Superannuation
The online banking arm of Dutch giant ING, ING Direct, is set to enter the Australian superannuation market in the coming months....
Financial planning
Global investment and financial software provider SS&C Technologies has secured a mandate from Specialist Investment Management for provision of its SS&C Global Wealth Pl...
Editorial
Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....
Funds management
Mortgage aggregator Vow Financial has continued the growth of its wealth management offering with a new joint venture in Melbourne....
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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...