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Financial planning
Zurich Financial Services Australia is honing its focus on growing key accounts with the appointment of a distribution operations manager, Jenny Pang, to provide sales an...
Financial planning
Westpac Banking Corporation’s ongoing strategic review going under the title of Project Sunrise is set to significantly shake-up the way tied planners of the group operat...
Financial planning
BT Financial Group head of small caps, Matt Riordan, has resigned from the group in a move that adds to a spate of changes to its small companies division over the past f...
People & Products
Credit Suisse Asset Management, in the build-up to its master trust launch next month, has appointed a former BT Financial Group staffer to the role of platform developme...
Financial planning
BT Financial Group has appointed a new national manager to drive the development of its wrap business....
Financial planning
BT Australia chief investment officer Guy Strapp is taking on the additional responsibilities of acting chief investment officer for BT New Zealand (BTNZ) following the r...
Financial planning
Aon Wealth Management and Aon Financial Planning & Protection have snared BT Financial Group financial planning and advice (FP&A) chief operating officer Michel Scutts to...
Financial planning
BT Financial Group has retained two major clients to its wrap and averted outflows of over $2 billion following the renewal of agreements with Associated Planners Financi...
Financial planning
The continued recovery of the Australian share market boosted manager performance again in February with growth managers continuing their upward trend, according to the l...
Financial planning
Count Financial has revealed its new wrap - platform2 - targeting the high net worth market as a re-badged BT Financial Group offering and will roll out the initiative at...
Financial planning
Count deputy managing director Kylie Lambert will step down from the role at the end of this month and leave the financial services group to take on a management role in ...
Financial planning
AMP has confirmed that it is willing to review its investment platform strategy as part of a bid to rejuvenate its wealth management business under new chief executive An...
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
AMP has launched the last of four customised Asgard eWrap accounts - WealthView eWrap - for its dealer group AMP Financial Planning....
Financial planning
BT will implement a range of changes to its wrap service after it passed $10 billion in funds under administration....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....