WEALTH MANAGEMENT
Life/Risk
Will be responsible for strengthening Macquarie’s personal and business insurance services...
Financial planning
Advice and wealth management firm Lachlan Partners has merged with a boutique wealth management firm previously licensed through PIS....
Financial planning
Philip Chronican will lead the Australian business, including the ING wealth management operations, which the bank wholly acquired on Friday....
Financial planning
Acquires remaining 51 per cent of joint venture with ING in Australia and New Zealand for $1.76 billion....
Financial planning
Westpac will take on full ownership of boutique fund manager Ascalon Capital, following in-principle agreement with shareholder Kaplan Equity....
Financial planning
Bendigo and Adelaide Bank raises capital as it looks to growth opportunities in the wealth management arena....
Financial planning
AXA's wealth management businesses continue to feel the impact of the global financial crisis, while its insurance businesses have reported positive inflows for the first...
Financial planning
Plan B suggests the financial services industry may need two sets of standards....
Financial planning
BT Wrap has signed a three-year agreement with Merrill Lynch to provide a badged platform investment solution, the seventh agreement BT Wrap has signed this year....
Financial planning
Aims to expand its reach into Asian wealth management firms and private banks....
Financial planning
ING Grow Member Value program delivers inflows of more than $204 million over three years....
Editorial
When the National Australia Bank (NAB) late last month announced its acquisition of Aviva’s wealth management business, its documentation lodged with the Australian Secur...
Financial planning
The decision to scrap the name 'Suncorp Wealth Management' will not see any dilution to the strategic role of its asset management and super and investment businesses, ac...
Financial planning
The NAB's acquisition of Aviva's wealth management business will make it the largest player in the field, justifying a close look by the Australian Competition and Consum...
Financial planning
The new fund together with the similar existing ANZ flexible term deposit fund now gives clients the choice of a higher interest rate or the government guarantee....
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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...