WEALTH MANAGEMENT
Financial planning
BT Financial Group has appointed Jane Watts as general manager of Westpac Private Bank, following the departure of Jan Swinhoe....
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....
Never miss the latest news and developments in wealth management industry
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...