WEALTH MANAGEMENT

Editorial

With the private equity 'barbarians' rattling Perpetual's gates, Mike Taylor writes that there will be plenty of interest in the future of the company's Private Wealth bu...

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....

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...

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....

Financial planning

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

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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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 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 5 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 1 day ago

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

2 days 21 hours ago