WEALTH MANAGEMENT
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...
Financial planning
Nothing much has changed on Money Management’s list of Top 50 Distributors during the space of the last 12 months....
Financial planning
MLC has finalised a deal giving it 100 per cent ownership of a Hong Kong-based wealth management business for a purchase price of $148 million....
Financial planning
The success of a dealer group is often measured by adviser numbers. However, examining the assets of the dealer group – that is, the funds under advice and the productivi...
Financial planning
Australia is one of the top ten countries for creating high-net-worth individuals, with 134,000 of us now having investable assets of more than US$1 million excluding hom...
Life/Risk
Centrestone Wealth Advisory Group has acquired the risk insurance practise of Garvan Financial Planning risk insurance representative Phil Dixon....
Funds management
The financial services division of the Promina group will undergo an internal restructure as it looks to turn a tidy profit into a growth strategy for its adviser network...
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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...