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WEALTH MANAGEMENT
Funds management
AXA is preparing to boost the property related products it has on offer for advisers with both a domestic and international property fund in the pipeline at the group....
Financial planning
Tower’s decision to opt for a float of its wealth management arm instead of a trade sale was driven in part by a legacy agreement between its dealer group, Bridges Financ...
Funds management
Building societies and credit unions continue to enjoy strong growth and high profitability, despite operating in a cooling market, with KPMG suggesting wealth management...
Financial planning
MLC is counting the cost of an internal system error that has resulted in the overpayment of commissions to financial planners and could cost the group several million do...
Financial planning
NZ-based general and life insurance firm Tower will seek to grow by acquisition using a $130 million cash payment it will receive next year from the sale of its wealth ma...
Financial planning
National Australia Bank, despite reporting a healthy operating profit for its wealth management business, has ended an otherwise tough year on a bad note after today repo...
Financial planning
Zurich Financial Services Australia is set to lose a key executive with the resignation of investment management and life risk business head Peter Delprado, who will depa...
Financial planning
The Commonwealth Bank of Australia has announced the new head of its Financial Wisdom dealer group after appointing internal staffer Paul Barrett today to replace Jerome ...
Financial planning
Tower Limited is to merge it’s two New Zealand businesses in a reverse move to last week’s proposal to split its Australian operations through a plan to separately list i...
Financial planning
Tower’s wealth management business could separately list on the Australian Stock Exchange (ASX) as early as December, pending the outcome of a review of the proposed spli...
Editorial
Suncorp Metway rounded off the 2003-04 financial year on a high today by reporting a record 61 per cent increase in net profit across all three of its main business areas...
Financial planning
Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....
Financial planning
The SwimEC (Super, Wealth and Investment Management Electronic Commerce) industry initiative mounted by the Association of Superannuation Funds of Australia (ASFA), the I...
Financial planning
Challenger Financial Service Group has hit back at industry suggestion it is paying over the odds for adviser firm Associated Planners Financial Services....
People & Products
Tower Australia-owned risk advice dealer Pivotal Financial Services has a new head following former head of financial planning at Trust Company, Steve Murray, joining the...
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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?...