WEALTH MANAGEMENT
Financial planning
Fiducian Financial Services will soon launch a financial planning software package, FORCeFP, which will write financial plans meeting all FSRA requirements....
Editorial
National Australia Bank (NAB) has reported a $205 million write-down of its $6.5 billion wealth management business due to the continued lacklustre performance of global...
Funds management
ANZ Banking Group is expected to reveal the flat performance of its wealth management joint venture with ING when it releases its half-yearly profit result tomorrow....
Financial planning
Listed financial services group Hartleys Limited will close its wealth management division, sell its margin lending book and transfer selected Hartley advisers and client...
Financial planning
AXA chief executive officer Les Owen says that despite all the recent bad news the outlook for the Australian wealth management market looks good....
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...
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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...