POWERED BY MOMENTUM MEDIA
AXA
Financial planning
US fund manager Bernstein plans to set up a local fund management team to look after Australian equities....
Financial planning
Australia’s burgeoning master trust and wrap platform market has continued to draw a significant portion of retail investment funds, but has not been able to escape the o...
Financial planning
AXA has reshuffled its dealer group management team resulting in all external planners coming under one manager and the position of another being scrapped....
Financial planning
AXA Asia Pacific announced today that it had extended the contract of its chief executive, Les Owen, by two years....
Financial planning
The AXA owned Summit master trust has adjusted its investment manager weightings and launched a suite of new products and services....
Financial planning
The Australian Policy Traders (APT) group is set to make another grab for investors wanting to exit AM Corporation’s troubled Diversified Traded Policies (DTP) fund....
Financial planning
The Monitor Money planning group will shift from its current investment platform, Assure, over to Summit after AXA senior management gave the deal its approval....
Financial planning
The value of BT to a big bank like Westpac lay in its wrap account platforms and that, argues LEO WASSERCUG, is a sign of the times....
Financial planning
The retail funds management industry has suffered its second consecutive quarter of decline dropping three per cent from $236 billion to $229 billion over the September q...
Financial planning
The management, sector performance and funds of AXA Funds Management have been given a strong rating by Assirt....
Financial planning
Truth in advertising may be a contradiction in terms, but that has not stopped the Australian Securities and Investments Commission (ASIC), which last week released a pap...
Financial planning
IF THERE was one phrase to illustrate what this year’s Top 100 has revealed, it would have to be “steady as it goes”....
Financial planning
The number of advisers with a life background remains reasonably steady – despite all the noise about PS 146. JULIE BENNETT reports....
Financial planning
A NEW business coaching program has seen AXA lift new business inflows from its advisers by 28 per cent....
Financial planning
AXA’s latest results for the six months to the end of June this year show a 5 per cent improvement on the corresponding period last year, with an after-tax profit of $130...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...