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WEALTH MANAGEMENT
Financial planning
AMP has moved to float off its New Zealand wealth management business next year to create a standalone wealth management and advice business....
Financial planning
Industry Super Australia has accused the Government of caving into the retail banks and the wealth management sector in allowing ‘carve-outs’ from the design and distribu...
People & Products
Prime Financial has appointed a new CFO following the resignation of Simon Munday. [P&P]...
Financial planning
Australian clearing, settlement and wealth management technology firm FinClear has acquired the core technology assets of Dion Australia....
Policy & Regulation
Industry experts told Money Management and Super Review’s Future of Wealth Management conference that while changes from the Royal Commission are welcomed, the regulators...
Financial planning
The publicly-listed company which last year acquired GPS Wealth is predicting the further convergence of accounting and wealth driven by the Royal Commission and the Fina...
Financial planning
The Commonwealth Bank (CBA) has announced that it will demerge its wealth management and mortgage broking businesses, which will result in the creation of an independent ...
Expert Analysis
As the dust has settled enough on the Federal Budget to allow for reflection on its impact on clients, Damon Frith writes that its implementation depends on a lot of econ...
Financial planning
The Australian Securities and Investments Commission has flagged greater use of external resources in pursuing its crackdowns on wealth management....
Financial planning
A former NAB adviser has pleaded guilty to two charges of submitting financial planning documents for his own personal gain....
People & Products
Crestone Wealth Management has announced key changes to its board including a new director and a change in chairman....
People & Products
MyState Limited has drawn on experience with the appointment of two new non-executive directors, with effect from the close of the company's AGM on 19 October....
Features
David Levi looks at why responding to the digital challenge is not just about defence but about shaping a new era of wealth management....
Editorial
University of Wollongong academics Shantha P Yahanpath and Shan P Yahanpath argue that there is a better way for financial planners to approach wealth management....
Features
The Australian dollar is being overvalued at current levels and the strong dollar hinders domestic growth and reduces inflationary pressure, Simson Sanaphay writes....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...