WEALTH MANAGEMENT
Financial planning
The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...
Financial planning
Financial services organisation Tolhurst Group has announced its intention to acquire the privately owned national financial planning group Community & Corporate Financia...
Funds management
The National Australia Bank’s wealth management division has made a solid contribution to the group’s 22.8 per cent increase in cash earnings to $2.2 billion for the six ...
Financial planning
A Citigroup research newsletter, Trends in Wealth Management, has pointed to two potential risks confronting the dominance of platforms in Australia: the consolidation of...
Editorial
St George Bank’s Wealth Management division accounted for 12 per cent of the bank’s record interim profit of $568 million, with managed funds growing to $44.3 billion for...
Financial planning
Software developer Salesforce.com will launch a web-based customer relationship management system aimed directly at financial advisers....
Financial planning
Former head of IOOF retail funds management Jarrod Brown has landed a new post with research house Standard & Poor’s as its executive investment services....
Financial planning
IWL has secured a further two-year services agreement with Entrust Private Wealth Management for the use of its portfolio business Echelon....
Financial planning
After approaching wealth management infrastructure solutions provider IWL in February with an offer to buy its specialist financial advisory software subsidiary, includin...
Financial planning
Wealth management infrastructure solutions provider IWL has shown the first signs it will sell off its financial services software arm, Visiplan, to IRESS Market Technolo...
Financial planning
Wealth management infrastructure solutions provider IWL, through one of its subsidiaries, has secured a strategic holding in Etrade Australia’s shares....
Financial planning
Recently-listed wealth management solutions provider Bravura has reported a strong first half, announcing a net profit after tax of $3.5 million on the back of a 118 per ...
Editorial
A 28.6 per cent increase in net profit generated by its wealth management arm has helped drive Queensland-based Suncorp to a 16.1 per cent increase in net profit for the ...
Financial planning
AXA Asia Pacific Holdings has announced a 25 per cent increase in profit after tax to $677.8 million for the 12 months ended December 31, with the Australian and New Zeal...
Financial planning
St George Bank wealth management general manager Geoff Lloyd said the retrenchment of 10 staff from Advance Asset Management yesterday marks the end of the organisation’s...
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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...