WEALTH MANAGEMENT

Editorial

ANZ reports strong profit but remains low-key on growth in wealth management....

Editorial

Nick Hilton takes a look at recent changes within the wealth advisory industry and examines the evolution of the corporate model in this space....

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Financial planning

An orangutan named Charles has become the new face of ING Group’s banking business, ING Direct, replacing the quirky Scottish comedian Billy Connolly....

Life/Risk

Directly marketed life insurance products seem to have picked up in popularity, with the sector posting an increase in sales of 27 per cent, according to Canstar Cannex r...

Editorial

AMP reports solid six-month result on back of wealth management and says it is positioned for new regulatory environment....

Editorial

Count bounces back with record profit and forecasts further growth in current financial year....

Funds management

Aligning its banking and wealth distribution channels is one of BT Financial Group’s key strategic growth priorities, according to its chief executive, Brad Cooper....

Financial planning

The Financial Services Council (FSC)/PricewaterhouseCoopers CEO survey has revealed that Australia has its work cut out for it before it can meet the challenges of an age...

Financial planning

The Financial Services Institute of Australasia (Finsia) has launched a new professional designation for the financial services industry, one that could test the relevanc...

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People & Products

Mercer appoints two former van Eyk employees, Brian Long and Luke Fitzgerald, to senior roles....

Superannuation

GESB urges Australians to seek advice on SMSFs, with research showing many don't understand the time, risks and costs involved in operating this type of fund....

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Financial planning

Mercer has been appointed by Investec Specialist Private Bank to support its high-net-worth client investment proposition....

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People & Products

Former BTFG general manager advice and planning Geoff Lloyd has joined Perpetual as group executive for Private Wealth....

Financial planning

The Commonwealth Bank has sold the St Andrews insurance business to BOQ but retained the other wealth management elements....

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Financial planning

MMC Contrarian will acquire Bupa Australia's life insurance and wealth management businesses, MBF Life and Clearview Retirement Solutions, for $195 million....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

4 weeks ago