WEALTH MANAGEMENT
Financial planning
The announcement of further cost reduction strategies by Perpetual chief executive Geoff Lloyd signals a renewed focus on funds securitisation and wealth management for t...
Funds management
With a growing number of non-Shariah-compliant Australian investors interested in its Islamic finance products, MCCA has confirmed that it has plans to launch a property ...
Financial planning
Traditional segmentation is not tailored to suit clients' objectives, according to Perpetual's general manager for private client advice, Nick Langton....
Financial planning
New research suggests the Eurozone crisis has accelerated the use of mobile apps to help financial advisers stay close to their high net worth clients....
Financial planning
Equity Trustees (EQT) has recruited former Financial Services Partners chief executive Geoff Rimmer to head up its newly-created Private Wealth Services division, effecti...
Financial planning
Financial advisers have significantly increased their allocations to fixed income investments in the past 18 months and are likely to increase that further, according to ...
Superannuation
Equity Trustees is planning to target small to medium corporate superannuation funds with a sophisticated investment and services offering, with basic MySuper investment ...
Funds management
AMP-aligned dealer groups appear to have faced a tough period, with all bar one reporting negative cash-flows in the first quarter of 2012....
Financial planning
The Colonial First State restructure sees Brian Bissaker depart with the separation of advice and changed reporting lines....
Funds management
Entrust Private Wealth has decided to take portfolio administration inhouse and implemented IRESS as its private wealth technology platform....
Funds management
The wealth management industry is failing to properly educate retirees about longevity risk and investment risk, according to a survey conducted by PricewaterhouseCoopers...
Financial planning
A new survey has revealed Asia/Pacific wealth managers are more optimistic about the outlook for 2012 and a soft landing in China....
Financial planning
Private advisory firm Lachlan Partners has selected HUB24 as its preferred platform provider....
People & Products
Business strategy professional Peter Dale has been employed as executive director for executive search company Boyden - a key role in recruiting senior executive and lead...
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
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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...