POWERED BY MOMENTUM MEDIA
WESTPAC
Financial planning
BT Financial Group has delivered the strongest indication to date it plans to launch a new dealer group, with the Westpac Bank-owned fund manager signing-up former Retire...
People & Products
AMP Capital Investors has snared Trust Company senior investment manager Jim Reid and UBS Global Asset Management’s recently departed emerging companies portfolio manager...
People & Products
BT Financial Group has formally appointed the interim head of its financial planning and advice business, Justin Greiner, permanently into the role four months after he t...
Financial planning
Investors over 55 years-old are embracing the Internet revolution in droves and bypassing younger generations in terms of online broking according to research conducted b...
Financial planning
Westpac Banking Corporation, boosted by its acquisition of BT Financial Group, has reported a $1.2 billion operating profit for the half year ending March 31, a 17 per ce...
Superannuation
Retiree couples need an annual income of $43,350 to achieve a ‘comfortable’ retirement lifestyle, while singles need $32,800 according to new research released by the Ass...
Financial planning
Consolidation has become a key to employment prospects within the financial services sector. George Liondis reports on how three went into one at the combined Westpac / B...
Financial planning
BT will implement a range of changes to its wrap service after it passed $10 billion in funds under administration....
Financial planning
BT Financial Group has signalled it will maintain its relationship with funds management partner, Putnam Investments, despite daily monitoring of the US-based manager in ...
Financial planning
Westpac Banking Corporation today - a year to the day since announcing its acquisition of BT Financial Group - says synergies from the highly publicised purchase last yea...
Financial planning
A Westpac Banking Corporation strategic review going under the moniker of Project Sunrise may be inadvertently fuelling a large number of adviser departures from the grou...
Funds management
The wealth management divisions of major banks languished over the 2002/03 financial year, with total earnings excluding appraisal adjustments increasing by a total of on...
Financial planning
If the National Australia Bank is ultimately successful in nabbing AMP, it will unbalance the pillars of power says, Graham Rich....
People & Products
Former Rothschild associate director and head of retail sales Chris Larsen has signed on with MLC in the new role of national manager for alliances....
Financial planning
BT Financial Group has launched Premier Adviser Services (PAS) – a selective support initiative for non-aligned advisers it has a strong relationship with – in a bid to b...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...