WEALTH MANAGEMENT
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....
Financial planning
Westpac Banking Corporation today - a year to the day since announcing its acquisition of BT Financial Group - says synergies from the highly publicised purchase last yea...
Funds management
The wealth management divisions of major banks languished over the 2002/03 financial year, with total earnings excluding appraisal adjustments increasing by a total of on...
Financial planning
Small and medium business owners tend to be too focused on sales and turnover and need guidance on how to derive personal wealth, according to Westpac Banking Corporation...
Funds management
The Commonwealth Bank is anticipating the growth in its wealth management division to exceed that within its traditional banking divisions going forward, providing justif...
Financial planning
Online platform provider Netwealth has appointed JDV as its in-house broker platform for their wrap and superannuation products, following the announcement that the manag...
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...
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MARKET INSIGHTS
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...