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WEALTH MANAGEMENT
Financial planning
The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...
Financial planning
Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...
Financial planning
Wealth management platform provider, Acclaim Wealth, has appointed Terry Constable as its chief executive. ...
People & Products
Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon....
Funds management
Reflecting on the seemingly slow pace of innovation in Australia’s financial services sector, panellists at the SIAA conference have warned foreign entrants could bring a...
People & Products
Scott Hartley is to depart AMP as the firm scraps his CEO of Australian wealth management role while CFO Peter Fredricson will depart after less than a year in the positi...
Financial planning
The asset manager has announced the appointment of Jonathan Jenkins to lead client business in Victoria, Tasmania, South Australia and Western Australia....
People & Products
Morningstar's managing director for Australia and New Zealand, Jamie Wickham, is to depart the business after 17 years and will be replaced by the firm’s wealth head....
Financial planning
As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Re...
People & Products
The firm's emergency rescue of Credit Suisse could mark its return to wealth management in Australia. ...
Financial planning
There is an estimated $3.7 trillion opportunity for the big four banks to return to wealth management and with the Quality of Advice Review focusing on digital advice, th...
Financial planning
Homeownership is no longer the predominant metric of wealth in Australia, according to new research from financial services giant AMP....
Funds management
AMP has announced the progress of its Advice transformation as advice net profit after tax has more than halved from a loss of $146 million a year ago....
People & Products
The wealth management firm has appointed two senior female advisers to join its 94-person investment advisory team in Australia. ...
Financial planning
AMP is questioning how it can engage independent financial advisers, acknowledging its advice business has been running at a substantial loss. ...
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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...