WEALTH MANAGEMENT

Financial planning

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

Financial planning

ANZ will transition the wealth management and insurance businesses it acquired from ING to a new name and brand by the end of this year, ANZ's Australian chief executive,...

Financial planning

Wilson HTM Investment Group has appointed David Groth as chief executive, with former managing director Garry Lowry resigning after four years in the position....

People & Products

Head of Macquarie Adviser Services Neil Roderick has taken on a new role as Macquarie Banking and Financial Services group chief operating officer....

Financial planning

Young financial services executives have the opportunity to present their solutions to the challenges created by a changing industry via the IFSA/Deloitte Future Leaders ...

Editorial

AMP has used the release of a healthy profit announcement to restate its interest in AXA Asia Pacific....

Editorial

The executive chairman of Count Financial, Barry Lambert, recently demonstrated the degree to which consolidation has become a focal point in the Australian financial ser...

Financial planning

Commonwealth Bank of Australia chief executive Ralph Norris has delivered a cautious outlook for the economy while pointing to the recovery of the bank's key divisions in...

Editorial

The global recession generated by the sub-prime crisis has served to reinforce the dominance of Australia’s major banks across almost all segments of the nation’s financi...

Financial planning

Speculation around a possible ANZ takeover of IOOF appears to be cooling after initial reports surfaced over the weekend....

Financial planning

David Benbow appointed to key wealth management role, while Darren Turner will lead retail banking and distribution....

Financial planning

With the dust from the global financial crisis beginning to settle, it is an opportune time for some reflection, writes Mark Hoven....

Funds management

Emerging wealth management company Diversa has added to its acquisitions of Super Promoters and MARF by taking a stake in a boutique Australian equities manager led by Mi...

Editorial

While some might argue mergers and acquisitions activity has not significantly altered the competitive dynamic of the nation’s financial services industry, it has certain...

Funds management

Commbank had recorded a strong September quarter on the back of a recovering wealth management division....

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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