WEALTH MANAGEMENT DIVISION

Funds management

Despite ongoing concerns from the Finance Sector Union (FSU) about job cuts and offshoring at the major banks, most of the banks either deny there are set plans to cut jo...

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Financial planning

If Industry Super Network has ended 2011 as the industry's big winner, it came at the expense of the financial planning industry....

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Financial planning

IRESS will set up a UK division after its XPLAN software was picked up by the UK's largest financial advice group, Sesame Bankhall Group....

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Editorial

Despite posting a solid profit of $5.36 billion, ANZ Banking Group's wealth management division struggled over the past year, according to its full year results posted on...

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Financial planning

AMP platforms perform well amid testing times....

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People & Products

Bendigo Wealth has announced the appointment of three new senior members of its distribution team. ...

Financial planning

Retention bonuses and open architecture are at the centre of CBA's bid to keep Count Financial planners on board....

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People & Products

Bank veteran Stuart Grimshaw will join Bank of Queensland (BOQ) as its new managing director and chief executive officer, following the recent resignation of David Liddy....

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Financial planning

The Commonwealth Bank's annual results have revealed the degree to which its wealth management division has been struggling in tough markets....

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People & Products

Wealth management group Equiti Private Wealth has appointed a new head of advisory in response to growth and demand for its services....

Financial planning

Intouch Finance, the wealth management division of non-bank lender intouch Home Loans, has announced it will immediately launch a debtor financing product....

Financial planning

The wealth management division of HLB Mann Judd in South Australia has acquired boutique planning firm Howard Financial Planners....

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People & Products

Wilson HTM chief executive David Groth has stepped down after a year in the role, sparking a major reshuffle at the group....

Financial planning

AMP has turned in a solid full-year result underpinned by growth in contemporary wealth management....

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Funds management

A mortgage broker has launched a financial planning division with a regional network reach....

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MARKET INSIGHTS

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

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 3 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 19 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 23 hours ago