WEALTH MANAGEMENT

Financial planning

The bank has created a new division that will encompass its wealth platforms, superannuation and retirement products, investments, general and life insurance, and auto fi...

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Financial planning

Yellow Brick Road has completed the sale of its wealth business to Sequoia for just over $1.9 million....

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Financial planning

Melbourne-based wealth management firm MEDIQ Financial Services has become the latest firm to join the Focus Financial Partners partnership....

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Financial planning

AMP’s proposed new wealth business model has been mapped out for a Parliamentary committee....

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Policy & Regulation

The Federal Treasury has delivered only vague answers to Parliamentary questioning about the future funding of the Financial Adviser Standards and Ethics Authority....

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Financial planning

Over half of Australian parents have not discussed their will or legacy with their children, according to a Perpetual survey....

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People & Products

Paul Voges, formerly of Colonial First State, has been appointed as key account manager for Investors Mutual Limited....

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Funds management

The transformation of AMP will be a three-year process as the firm seeks to regain client trust, according to chief executive Francesco de Ferrari....

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Financial planning

‘Digital is critical’ for the next generation of financial advice, according to AMP chief executive for Australian wealth management Alex Wade. ...

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Financial planning

A panel of senior planning group executives have told a Money Management conference that advisers should lower their expectations with respect to the value of their advic...

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Financial planning

The Financial Adviser Standards and Ethics Authority chief executive has reminded advisers that the FASEA exam extension is not a done deal until it passes the Parliament...

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Policy & Regulation

The Financial Adviser Standards and Ethics Authority needs to take greater responsibility for implementation of the Code of Ethics....

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Policy & Regulation

The Australian Securities and Investments Commission has told financial planning firms it expected them to “keep up” with the implementation of regtech....

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Financial planning

Australian Paul Greenwood has taken out the 2019 PlanPlus Global Financial Planning Award for Europe/Australia....

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Financial planning

Financial technology company GBST has seen pre-tax profits rise by 80 per cent to $14 million for the full year 2019....

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