WEALTH MANAGEMENT

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....

Funds management

The Commonwealth Bank has confirmed a cut in its dividend but reported a better quarter for wealth management....

Life/Risk

According to Iress, wealth management companies are cutting back on software subscriptions, but subscriptions into insurance-based software are on the rise....

Financial planning

Advisers are increasingly diversifying into debt solution strategies to drive revenues in a dislocated market....

Financial planning

UBS has written to shareholders informing them that it intends cutting 10,000 jobs globally....

Financial planning

Australian Wealth Management shareholders today approved the proposed merger of financial services groups IOOF Holdings and AWM....

Financial planning

Suncorp chairman John Story expresses disappointment in the company's recent performance but suggests that it is well positioned for better times ahead....

Financial planning

Investors in ING's OneAnswer have a second opportunity to earn bonus interest with the ANZ Flexible Term Deposit Fund. ...

Financial planning

New research reveals shift in wealth patterns, with managed funds emerging as the preferred destination....

Editorial

Queensland-based banking and financial services group Suncorp has confirmed a 32.8 per cent decrease in profit for the half year to December 31, 2008, with strong results...

Editorial

Wealth management cash flows remain strong....

Funds management

UBS splits wealth management business between US and the rest of the world....

Funds management

Profits impacted by impairments and weaker wealth management....

Financial planning

NAB earnings hold up but MLC and wealth management prove an area of weakness....

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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