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WEALTH MANAGEMENT
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...
Financial planning
Perpetual Trustees has been given the green light by Irish authorities to kick off its new Dublin-based global equities business, with the go-ahead coinciding with today’...
Financial planning
AXA Asia Pacific reported an 18 per cent rise in operating earnings (excluding health) to $354.2 million this morning, yet this failed to translate into higher margins wi...
Financial planning
The new chief of the St George bank’s financial planning network will aim to forge closer links between its 100-plus advisers and the bank’s retail banking arm....
Financial planning
ANZ chief executive John McFarlane has played down speculation he will expand the bank’s wealth management business through acquisitions in the near future, while announc...
People & Products
Former Tower Life Australia managing director Ken Boag has joined Rice Walker Actuaries as a senior consultant....
Financial planning
Macquarie Financial Services has agreed to purchase the New Zealand financial planning business of accounting giant PricewaterhouseCoopers....
Financial planning
Tower-owned advice firm Bridges Financial Services has lost its chief executive Chris Wren following an executive make-over of the Trans-Tasman firm’s wealth management a...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...