PLATFORMS

Financial planning

What makes Australia’s top planners so successful? The answer, as Gerard Doherty discovered, lies partly in successful client management....

Financial planning

Swedish investment and insurance giant, Skandia, has announced an intention to enter the Australian retail savings market and will shortly establish its headquarters in S...

Financial planning

One of the most well known faces in the life insurance industry, Alan Betts, has teamed up with South African life insurer Capital Alliance to launch Australia’s first ne...

Funds management

Hedge Funds of Australia’s (HFA) aggressive push into the retail market is paying dividends with the listing of its ABC fund two further major distribution platforms. ...

Financial planning

Hedge Funds of Australia’s (HFA) aggressive push into the retail market is paying dividends with the listing of its ABC fund two further major distribution platforms....

Financial planning

AM Corporation will launch its ‘second generation wrap’ before the end of the year, says national manager information systems Paul Medcraft....

Financial planning

A group going by the name of Surfboard has become the latest online financial services group to list on the Australian stock exchange. Surfboard hit the ASX boards thanks...

Financial planning

Australia's master trusts and wrap accounts are about to undergo a massive shake-up which will leave only five left standing....

Financial planning

The National Australia Bank confirmed industry rumours by officially announcing it will purchase MLC from Lend Lease for $4.56 billion cash, with a completion date set fo...

Financial planning

It has often been said that stock brokers and securities traders look down on the fi-nancial planning industry. That's going to be less likely in future, according to War...

Financial planning

Exhibitors at Solutions 2000...

Financial planning

Financial planners will not be able to survive in the high tech, low fee future on their own, according to Matt Lawler, general manager sales at MLC adviser serv-ices....

Financial planning

With branding increasingly becoming a hot issue in the financial planning industry, it is it possible to sell advice in the same way as a McDonald’s hamburger or a bottle...

Financial planning

As a regular reader of Money Management (and a service management scholar), I was astonished by the report on comments by Rob Saultz at the Next Direct 99 Conference (Mon...

Financial planning

AMP has chosen a new boss for its New Zealand financial services business following general manager Rodney Cooke’s promotion to director of group finance at the group’s U...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago