WEALTH MANAGEMENT
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...
Life/Risk
National Australia Bank (NAB) has no plans to outsource its Australian commercial insurance operations despite last week’s deal with AXA in the UK to take over the provis...
Life/Risk
ING Group has reached an agreement with QBE Insurance Group to sell a collection of its Mercantile Mutual general insurance interests and allowing the Holland-based firm ...
Financial planning
Tower Australia has restructured its chief sales role by dividing the risk and wealth management aspects of the position in a move resulting in the departure of Tower hea...
People & Products
Fiducian Portfolio Services (FPS) has unveiled its new head of wealth management, former St George Bank staffer Mark Schroeder, who joins this week with a mandate of impr...
Financial planning
AXA Australia has unveiled a new set of performance guiding indicators - the AXA 6 - after completing its K5 transformation program in December 2003....
Financial planning
Fiducian Portfolio Services has lost its head of wealth management, Paul Barrett, who has moved on to join Commonwealth Bank-owned dealer group Financial Wisdom....
Financial planning
Boosted by an upturn in market conditions, Suncorp delivered a better than expected net profit today across its three main business areas – banking, general insurance and...
People & Products
Tower has announced Bridges Financial Services managing director David Bleakley will step down and leave the group early in the new year after three years at the helm of ...
Financial planning
Wilson HTM has merged its two planning divisions bringing together the groups 90 financial planners and brokers under one structure....
Financial planning
AXA will lose about 50 jobs in the process of streamlining its marketing and distribution into three groupings – wealth management, financial protection and distribution ...
Funds management
Nine months into a two-year recovery strategy, Tower Limited is back in the black having posted a $4.87 million profit for the six months ended September, 2003....
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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...