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WEALTH MANAGEMENT

Financial planning

New Zealand-based financial services group Tower is banking on the performance of its Australian wealth management operations in a bid to stave off the discontent of its ...

Financial planning

New Zealand-based financial services group Tower is banking on the performance of its Australian wealth management operations in a bid to stave off a growing level of dis...

Financial planning

Perpetual Trustees Australia Ltd has reported a strong past six months with a 43 per cent increase in its operating profit for the half-year period to 31 December 2001, b...

People & Products

Paul Resnik Consulting Group (PCRG) and Abacus Leading Solutions have launched a joint venture in recruitment for the wealth management area of the financial services ind...

Financial planning

The National Australia Bank (NAB) Group has leveraged off its Australian operations and launched a financial planning service through its network of UK based banks....

Financial planning

What exactly is meant by wealth management? In defining wealth management there seems to be two polar extremes. For some people, it is simply a good marketing term for fl...

Funds management

Suncorp Metway is set to dispose of its stake in the Suncorp Balanced Property Fund as part of a restructure of its property holdings designed to reduce the proportion of...

Financial planning

Westpac financial planners will soon be operating with the Wealthpoint financial planning platform after the bank announced the completion of a deal with the technology p...

Financial planning

ABN Amro Morgans has beat out a number of other advisory and wealth management groups to become the financial planning partner to the Bank of Queensland....

Editorial

The September quarter result for financial services group HP JDV has been dragged down by its wealth management division, with the group recording a before tax loss of $4...

Editorial

Financial services technology group HP JDV Ltd has lost more than $17.182 million for the year ending June 30....

Funds management

National Australia Bank chief executive Frank Cicutto has signaled that the group is intent on further expansion in funds management by doubling its contribution to the b...

Funds management

Working in the funds management industry has become a more popular choice for investment professionals than other areas such as investment banking according to financial ...

Financial planning

The structure of private banking groups, the new wealth and the relationships with clients have emerged as the headline issue of the recent AiC Private Banking con-ferenc...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 1 day ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 1 day ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 3 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week ago