WEALTH MANAGEMENT
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....
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....
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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...