WESTPAC

People & Products

Principal Global Investors has announced the appointment of former Schroder Investment Management head of sales and marketing, Alex Francois, as director of institutional...

Financial planning

Remaining “true to label” and having well established teams and processes are some of the key factors for success for the finalists in the Money Management/Assirt Fund Ma...

Financial planning

Tim Browne from MLC scooped the inaugural Money Management/Resnik Communications Business Development Manager of the Year award....

Financial planning

Badging’s success is unrivalled in getting planners to make use of them. Jason Spits looks at where the numbers fall....

Editorial

Craig Phillips reports on who has benefited from the shift in funds from managed funds into master trusts and wraps....

Funds management

The listed property team at Principal Global Investors (PGI) will leave the group in a month after its three members, Stuart Stuckey, Mark Thorpe-Apps and Ern Koh, resign...

People & Products

Westpac head of financial planning and advice Brett Himbury left the group last Friday amid news that a new wealth management distribution role would be created within th...

Financial planning

The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...

Financial planning

The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...

Financial planning

The head of retail distribution at Colonial First State, Paul van Rooyen, has left the group after only three months in the role....

Financial planning

The only part of the BT Funds Management (BTFM) group not to merge with Westpac, the direct and listed property groups, are set to re-establish themselves in the retail m...

Financial planning

The results are out and on behalf of Money Management, Nick Bruining is proud to announce the winners of the inaugural Felsy Awards....

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

Funds management

The Australian funds management market place is being increasingly dominated by the top five fund managers, who now control 67 per cent of the total market by size....

Financial planning

Count Wealth Accountants has signed with Australian Skandia to make use of the group’s platform which it plans to formally launch in mid February....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks ago