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WEALTH MANAGEMENT
Financial planning
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
People & Products
Ex-Rothschild associate director Paul Barrett has been appointed head of wealth management at Fiducian Portfolio Services....
Financial planning
The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...
Financial planning
Investor Group has made the first moves in the acquisition of Stockford businesses, purchasing the Stockford Collins Street accounting and financial planning business....
People & Products
Suncorp Metway has poached another Commonwealth Bank executive to fill one of its top jobs, this time the position of head of wealth management....
Financial planning
National Wealth Management will export its Australian capabilities in adviser service platforms to the UK, launching a new platform product to spur expansion in the marke...
Editorial
Suncorp Metway has recorded a slight profit increase in the six months to December last year, despite a sharp drop in the performance of its wealth management division....
Financial planning
After less than six months in her role as head of executive services, Macquarie Financial Service’s Jane Watts has been promoted to the position of head of wealth managem...
Financial planning
Royal and SunAlliance general manager for sales and marketing Ken Brewer has left the group after a round of sudden death departures took place earlier this week....
Financial planning
Tower Limited has abandoned plans to sell its personal and corporate trustee businesses in Australia and New Zealand and plans to use them as part of a growth strategy, c...
Funds management
St George Group today appointed Nick Basile to the new position of head of investments and insurance in an attempt to drive the group’s wealth management division forward...
People & Products
BT Funds Management has today appointed US based Putnam Investments to manage its $5 billion international share portfolio....
Financial planning
SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...
Financial planning
The Westpac Bank’s group executive of wealth management, David Clarke, has given the Count Financial group his assurance he will not attempt to poach any Count clients in...
Financial planning
AXA’s latest results for the six months to the end of June this year show a 5 per cent improvement on the corresponding period last year, with an after-tax profit of $130...
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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...