WEALTH MANAGEMENT
Financial planning
Hyper-personalisation is among changes that wealth managers could be offering in 2024 as they embrace technology to benefit their clients. ...
Financial planning
National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...
Financial planning
The financial group has announced the acquisition of a Melbourne-based planning firm servicing Millennials, less than a year since acquiring Affinia-licensed Master Your ...
Financial planning
Announcing underlying NPAT of $36.5 million in its FY23 results, the firm has reaffirmed its focus on life insurance and will be exiting financial advice and wealth manag...
Financial planning
Wealth management platform provider, Acclaim Wealth, has appointed Terry Constable as its chief executive. ...
People & Products
Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon....
Funds management
Reflecting on the seemingly slow pace of innovation in Australia’s financial services sector, panellists at the SIAA conference have warned foreign entrants could bring a...
People & Products
Scott Hartley is to depart AMP as the firm scraps his CEO of Australian wealth management role while CFO Peter Fredricson will depart after less than a year in the positi...
Financial planning
The asset manager has announced the appointment of Jonathan Jenkins to lead client business in Victoria, Tasmania, South Australia and Western Australia....
People & Products
Morningstar's managing director for Australia and New Zealand, Jamie Wickham, is to depart the business after 17 years and will be replaced by the firm’s wealth head....
Financial planning
As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Re...
People & Products
The firm's emergency rescue of Credit Suisse could mark its return to wealth management in Australia. ...
Financial planning
There is an estimated $3.7 trillion opportunity for the big four banks to return to wealth management and with the Quality of Advice Review focusing on digital advice, th...
Financial planning
Homeownership is no longer the predominant metric of wealth in Australia, according to new research from financial services giant AMP....
Funds management
AMP has announced the progress of its Advice transformation as advice net profit after tax has more than halved from a loss of $146 million a year ago....
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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...