Shareholders’ unwillingness to “take a hit” in tough economic times is almost solely responsible for a wave of offshoring plaguing the wealth management space, the Financ...

Franklin Templeton Investments Australia has appointed two Australian fixed income specialists to its local investment team in a bid to create local absolute return fixed...

IOOF managing director Chris Kelaher says it will be business as usual for SFGA clients following acquisition....

ANZ has reported a solid half year while acknowledging how it is increasingly integrating its wealth solutions with its banking offerings....

A wealth management interface could stem the tide of members leaving industry funds to set up their own SMSFs, OneVue claims....

Energy Industries Superannuation Scheme (EISS) has hired Matt Olsen as its new chief investment officer....

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

Planners and accountants unlikely to take each other’s work due to workloads involved. ...

YBR Wealth Management moves to a non-bank organisational structure to take advantage of the anticipated fragmentation of the financial services industry....

Citi announces Deirdre Wroth as head of banking and wealth management products for its consumer bank in Australia....

PIS parent Centrepoint Alliance has reported an increase in pre-tax profit but was hit by declining numbers and ongoing claims against advisers....

Yellow Brick Road has increased its wealth management revenue while also boosting adviser and branch numbers....

Wealth management achieves largest growth of all divisions, as CBA reports a record $4.2 billion half-year profit....

Despite all the negative publicity, Commonwealth Financial Planning has exited its 2011 EU with ASIC....