WEALTH MANAGEMENT

Financial planning

Research and ratings house van Eyk has gone digital with the launch of a new iPad app, The van Eyk View - a monthly version of van Eyk's long-running client newsletter....

People & Products

Towers Watson has appointed Danny Howell as head of wealth management for Asia to boost the company's advisory services to wealth management clients....

Financial planning

The current round of reforms attempt to manage conflicts of interest in the industry, but they won't be eliminated unless there is a structural separation of product and ...

People & Products

Brisbane-based high net worth wealth management and financial advisory business MGD Wealth has appointed Select Asset Management to manage two newly created portfolios....

Financial planning

Macquarie Private Wealth has bolstered its advice team with the appointment of 19 new advisers across six of its state offices in the past six months....

Editorial

Despite posting a solid profit of $5.36 billion, ANZ Banking Group's wealth management division struggled over the past year, according to its full year results posted on...

People & Products

Former National Australia Bank (NAB) financial planning executive Jonathan Ayres has moved to the newly established Bank of Melbourne to head up its private division....

People & Products

AMP Financial Services has revealed the final shape of executive structure after blending both AMP and AXA personnel....

Financial planning

The number of high net worth individuals in the Asia Pacific region grew almost 10 per cent to 3.3 million in 2010, exceeding Europe for the first time and now trailing j...

People & Products

Wilson HTM has announced the retirement of managing director Steve Wilson, effective 27 October 2011. He will be replaced by current head of private wealth management And...

Financial planning

BT Financial Group is seeing results from a drive to increase the proportion of its high net worth banking customers who also use the group for their wealth management ne...

People & Products

The Commonwealth Bank gets a new wealth head as part of post-Norris changes....

Financial planning

Mercer's push into the wealth management space is based on bringing institutional advice to retail clients, according to Mercer global head of wealth management Cara Will...

Financial planning

While the Future of Financial Advice is the immediate concern for wealth managers, rapid changes in technology may have a more telling long-term impact....

Financial planning

Rather than panicking and selling their shares, investors should be watching the markets for signs of the expected recovery, according to wealth management firm Lachlan P...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

3 days 12 hours ago