WEALTH MANAGEMENT

Superannuation

As wealth management becomes increasingly important for Yellow Brick Road, the company reveals plans to focus on affordable advice for 'outsiders’....

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Financial planning

Wealth management group Praemium has reported a 70 per cent jump in funds on its SMA platform....

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Financial planning

A lack of investment in the development of entry-level staff sees shortage of assistant financial planners and paraplanners....

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Financial planning

Recruitment expert says hiring activity in wealth management is currently at its highest levels in two years....

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Financial planning

Industry fund members are less involved when it comes to planning for the future than members of other types of superannuation funds, latest report finds....

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Financial planning

AFS Group owes more than $11.3 million to its creditors and is unlikely to be able to pay a dividend to any one of them....

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Funds management

New research registers a decrease in the number of wealth management products being obtained via bank-aligned planners....

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People & Products

ING Direct has moved to expand its presence in the adviser space with the appointment of Charles Smith to a senior role within the bank’s third party distribution team....

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Funds management

ANZ Global Wealth is focusing on digital technology through its online and mobile avenues to connect customers....

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Financial planning

UBS leverages global experience to establish a family office business in Australia. ...

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Financial planning

New report shows financial planners are allocating more new client investments to international assets than at any time since the global financial crisis. ...

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Financial planning

A new analysis suggests the push by the major banks into planning and life insurance is not yet paying the dividends they hoped for. ...

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Financial planning

The wealth management industry should not only embrace digital technology but redesign its business model around the connected customer, according to a research paper....

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Editorial

This may become the Asian century but the wealth management sectors of each Asian country behave differently and have varying products, processes and problems that requir...

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Editorial

AMP’s life insurance arm had a $24 million loss in Q3, half of which came from lapsed policies....

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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 4 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 4 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 3 days ago

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

3 weeks 4 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 5 days ago