WEALTH MANAGEMENT
Financial planning
Perpetual Investments is increasing fees across its range of wholesale Australian share funds and balanced growth funds that have Australian shares in them....
Financial planning
An investment analyst from MLC scooped the top award at the inaugural IFSA/Deloitte Future Leaders Awards announced yesterday in Sydney....
Funds management
NAB has found itself running against profit trends, with its wealth management division failing to deliver a significant increase in earnings to contribute to the bank’s ...
Editorial
Westpac’s wealth management business represented a key driver for its record $3.071 billion profit announced today....
Financial planning
Brisbane-based listed financial services company First Capital Group is maintaining its growth strategy, announcing it will be raising up to $20 million to buy a strategi...
Editorial
Wealth management proved a key driver in a $216 million six month profit reported by Promina Group Limited today, with the company’s financial services division recording...
Financial planning
St George Group has surprised the market by announcing changes to the structure of its wealth management and retail financial services division, resulting in the departur...
Funds management
Wealth management services provider Bravura Solutions has foreshadowed development of new wealth management applications over the next year to maintain the strong results...
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...
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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...