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WEALTH MANAGEMENT
Financial planning
Perpetual Trustees is looking to bolster its position within the Australian funds management industry through organic growth and a series of joint ventures and acquisitio...
Financial planning
Western Australian financial services group BankWest has launched a new financial planning company - BWA Financial Services - targeting a broad spectrum of its existing c...
Financial planning
Advance Funds Management has appointed ex-ING manager employer super Sue Mieog as its new head of product, a move which forms part of its strategy to offer differentiated...
Funds management
Suncorp Metway’s wealth management business, with a 29.3 per cent decline in profit, has tarnished what is otherwise an impressive year’s performance for the 12 months en...
Funds management
AXA Asia Pacific Holdings (AXA APH), with profit of $287 million, has more than doubled its performance for the six months ending June in comparison to last year’s $134 m...
Financial planning
A recent tour of Europe got Tom Collins thinking about local perceptions to financial services, particularly in relation to distribution....
Financial planning
AMP and PricewaterhouseCoopers (PwC) today launched Magnify Financial Planners, a new dealer group catering to the specific needs of chartered accountants considering exp...
Funds management
National Australia Bank's wealth management division, which includes MLC, has completed a major shake-up of its senior executive ranks....
Funds management
The wealth management divisions of Australian banks can look forward to a further half a year of lacklustre performance according to the latest KPMG Major Bank Survey....
Financial planning
Major banks will have to seriously rethink their strategies following disappointing earnings from their wealth management arms. Lisa Bowman reports....
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
Editorial
National Australia Bank (NAB) has reported a $205 million write-down of its $6.5 billion wealth management business due to the continued lacklustre performance of global...
Funds management
ANZ Banking Group is expected to reveal the flat performance of its wealth management joint venture with ING when it releases its half-yearly profit result tomorrow....
Financial planning
Listed financial services group Hartleys Limited will close its wealth management division, sell its margin lending book and transfer selected Hartley advisers and client...
Financial planning
AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...