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WEALTH MANAGEMENT
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....
People & Products
The wealth management firm has appointed two senior female advisers to join its 94-person investment advisory team in Australia. ...
Financial planning
AMP is questioning how it can engage independent financial advisers, acknowledging its advice business has been running at a substantial loss. ...
Financial planning
The wealth management market has seen a growth of $266 billion during financial year 2020-21 despite the overall share in the financial services market declining by 0.9% ...
Financial planning
An executive with major consultancy Deloitte has revealed that at least two of the major banks have been scoping out opportunities to return to the financial planning are...
Funds management
The acquisition would include Parametric and Calvert and will be finalised in the second quarter of 2021. ...
Financial planning
Its official. IOOF will acquire MLC Wealth but will not carry remediation costs....
Financial planning
In the absence of sufficiently attractive offers and in the face of the COVID-19 pandemic disruption, AMP has decided not to divest its New Zealand wealth management busi...
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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Podcast
I have passed this exam, and it is not easy or fair exam. It's no wonder that advisers are falsifying their results. ...
How did the licensee not check this - they should be held to task over it. Obviously they are not making sure their sta...
Faking exams and falsifying results..... Too stupid to comment on JG...