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WEALTH MANAGEMENT
Financial planning
With the Commonwealth Bank’s planned exit from Financial Wisdom and the sale of Count Financial, all eyes have turned to the future of Colonial First State....
Policy & Regulation
The Australian Securities and Investments Commission has revealed just how much it has increased its focus on wealth management investigations over the past 14 months....
Financial planning
A new report from Forbes Insights and Temenos surveying wealth managers and high net worth individuals (HNWIs) underscores the importance for private banks to continue th...
People & Products
The rapid growth of Lonsec’s managed accounts offering has prompted the research house to make a key business development hire....
Policy & Regulation
When the new assistant minister for Superannuation, Financial Services and Financial Technology, Jane Hume is sworn in tomorrow she will face some significant challenges ...
Funds management
Macquarie Group recorded net profit for the European financial year to March’s end of $2.982 billion, up 17 per cent on FY18, with a loss in fee income offsetting modest ...
Policy & Regulation
The Australian Banking Association has defended vertical integration and the ability of the major banks to self-regulate when it comes to ‘simplifying’ such structures....
Financial planning
Viridian is promising migrating BT Magnitude and Securitor planners it wants to keep the BTGL community together but under a new license with no legacy issues....
Financial planning
The Commonwealth Bank has put its wealth demerger on hold to allow it time to complete its client remediation processes....
Policy & Regulation
The banks would be compelled out of the wealth management industry and AMP would have to break up its operations under policy proposals flagged by the Australian Greens i...
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....
MARKET INSIGHTS
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Podcast
The term "The democratisation of private assets continues to gain steam" is marketing misleading. There is no democracy...
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...