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WEALTH MANAGEMENT
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...
Superannuation
The Trio Capital collapse has demonstrated the importance of diversification in self-managed super funds (SMSFs)....
Financial planning
GESB leverages scale to reduce fees for its Retirement Income Allocated Pension....
Superannuation
Advisers could benefit from changing the name of self-managed superannuation funds (SMSFs). The name could be driving away potential trustees due to the connotations of i...
People & Products
Equity Trustees (EQT) has appointed its head of marketing Philip Galagher to head up its private clients wealth management business....
Superannuation
The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...
Superannuation
Pension and annuity products provided by banks and large dealer groups are not being optimised for those moving into retirement, according to Mercer....
Financial planning
Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....
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Podcast
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...
So we are now underwriting criminal scams?...