WEALTH MANAGEMENT
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...
Financial planning
The Commonwealth Bank's annual results have revealed the degree to which its wealth management division has been struggling in tough markets....
Financial planning
Equity Trustees (EQT) says two-stage retirement is creating new service needs for the financial sector....
People & Products
Financial services technology provider, GBST, has appointed Nick Frolich to its wealth management business....
Financial planning
HSBC says its financial advisers in Australia are safe, despite massive job cuts by the organisation overseas....
Financial planning
BT Financial Group has announced a restructure driven by a desire to earn more of Westpac customers’ superannuation, investment, advice and insurance business as a result...
People & Products
Mercer has consolidated its position in the retail space with the appointment of Cara Williams as global head of wealth management consulting....
Financial planning
ClearView’s rapid growth in planner numbers and its high FUA per planner ratio has seen it named Dealer Group of the Year, writes Mike Taylor....
Financial planning
The wealth management division of HLB Mann Judd in South Australia has acquired boutique planning firm Howard Financial Planners....
Financial planning
ClearView Wealth has announced its chief executive of wealth management and advice, Alex Hutchison, will shortly depart the group....
Financial planning
A leading financial planning spokesperson has said that the Future of Financial Advice (FOFA) reforms will push wealth management groups into the old 'one-stop-shop' busi...
Financial planning
Westpac has posted a solid six-month performance with wealth management making a key contribution....
Funds management
ANZ looks to wealth management as part of its growth strategy after recording a solid first half....
Superannuation
Term deposits may not be the best option for self-managed superannuation fund (SMSF) trustees nearing the pension phase who want to ensure liquidity, according to HLB Man...
Financial planning
Australian financial services professionals are reluctant to explore job opportunities following a series of local and overseas natural disasters, leading to skills-tight...
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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...