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WEALTH MANAGEMENT
Editorial
Perpetual has reported a $131.5 million operating profit after tax for the 2006 financial year, which is a 13 per cent increase on last year’s result....
Financial planning
Bravura Solutions has strengthened its position across the Asia Pacific by entering into a regional teaming agreement with IBM....
Financial planning
Mergers and acquisitions played less of a driving role in the sector’s growth this past year than at any time since the product started to take off in 19887, but this mar...
Financial planning
The wealth management industry is ripe for consolidation according to fund manager Ausbil Dexia, who also predicted that the strong returns on the Australian market would...
Financial planning
The world’s leading wealth managers are predicting explosive growth in assets under management in Asia over the next three years, according to a survey by investment bank...
Financial planning
St George has entered into an agreement with investment company Kaplan Equity whereby each party will hold a 50 per cent stake in Ascalon Capital Managers....
Financial planning
The Commonwealth Bank has constructed a separate, walk-in investment management section in its Bondi Junction branch, in the hope of attracting more bank clients to its w...
Editorial
Although National Australia Bank chief executive John Stewart told investors yesterday that the bank is “not out of the woods” despite posting a record profit, a strong s...
Editorial
A jump in funds under management has helped listed financial planning business Investor Group post a record net profit of $12.09 million for 2004-05, a 55 per cent increa...
Financial planning
Challenger Financial Services will be able to offer its clients access to international securities after acquiring a 25 per cent stake in Five Oceans Asset Management....
Financial planning
Suncorp’s wealth management business contributed significantly to the group’s $821 million profit for 2005 on the back of strong investment earnings, although the result ...
Funds management
A strong wealth management performance in Australia and New Zealand helped lift AXA’s net profit for the half-year to June 30 by 36 per cent to $246 million....
Financial planning
Challenger has sold the former HSBC Private Investment Group to Deutsche Private Wealth Management for an undisclosed sum....
Editorial
Australia’s five largest banks increased their wealth management income by 19.2 per cent and their funds under management by 11.3 per cent in the first half of 2004-05, a...
Financial planning
Financial planning software vendors may have differing views on whether web-based solutions will predominate in the short-term, but all providers have one thing in common...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...