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WEALTH MANAGEMENT
Financial planning
Brisbane-based financial services firm, MGD, has expanded its team with the hire of wealth management specialist, Graeme Del Favero....
Financial planning
Only 16.8 per cent of wealth management product holders obtained their fund from a professional adviser, according to new results from Roy Morgan. ...
Financial planning
The Asia-Pacific region has fuelled the global high net-worth investor population, but investors’ satisfaction with wealth management firms is low, according to new resea...
Financial planning
Ignition Advice has been nominated by the Banking Technology Awards as a finalist in the category Best Use of IT in Private Banking/Wealth Management....
Financial planning
Westpac chief executive, Brian Hartzer has acknowledged that the big banking group is ‘thinking through’ the future of its advice business....
Funds management
Challenger platforms are expected to continue to benefit from industry concerns around wealth management....
Financial planning
The Commonwealth Bank has targeted late 2019 for completing the demerger of its wealth assets after reporting a solid September quarter....
Financial planning
AMP has moved to float off its New Zealand wealth management business next year to create a standalone wealth management and advice business....
Financial planning
Industry Super Australia has accused the Government of caving into the retail banks and the wealth management sector in allowing ‘carve-outs’ from the design and distribu...
People & Products
Prime Financial has appointed a new CFO following the resignation of Simon Munday. [P&P]...
Financial planning
Australian clearing, settlement and wealth management technology firm FinClear has acquired the core technology assets of Dion Australia....
Policy & Regulation
Industry experts told Money Management and Super Review’s Future of Wealth Management conference that while changes from the Royal Commission are welcomed, the regulators...
Financial planning
The publicly-listed company which last year acquired GPS Wealth is predicting the further convergence of accounting and wealth driven by the Royal Commission and the Fina...
Financial planning
The Commonwealth Bank (CBA) has announced that it will demerge its wealth management and mortgage broking businesses, which will result in the creation of an independent ...
Expert Analysis
As the dust has settled enough on the Federal Budget to allow for reflection on its impact on clients, Damon Frith writes that its implementation depends on a lot of econ...
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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...