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WEALTH MANAGEMENT
People & Products
AMP Capital has reaffirmed its commitment to the SMSF market by appointing a former NAB executive to the newly created role of head of SMSF....
Financial planning
Publicly-listed wealth management and broking technology company GBST has received a key UK platform technology award. ...
Funds management
New MLC research confirms women more worried than men about retirement savings adequacy....
Funds management
Australia’s high net worth individuals are increasingly being offered 'one-size-fits-all’ solutions despite their diverse needs, a start-up wealth management firm believe...
Editorial
AMP’s Craig Meller argues financial services institutions need to keep changing with their customers if they want to stay attractive. ...
Financial planning
Chan Naylor has announced a commercial partnership with online platform provider NowInfinity to provide what both companies describe as a "real-time tailored" SMSF soluti...
Funds management
Pre-election national economy talk is adding to the growing level of pessimism surrounding household finances and savings, research suggests. ...
Funds management
New survey shows while women are taking the lead on household savings and budgeting, they are still less confident about generating wealth than men. ...
Editorial
Wilson HTM has posted a net profit loss of $1.6 million, with group revenue also taking a hit. ...
Editorial
Yellow Brick Road’s wealth management division has posted a huge jump in revenue, although the group’s overall result was a loss of $6.6 million....
People & Products
Former AMP/AXA wealth executive Bob Blurton has been appointed general manager of Queensland accountancy and advisory group Moore Stephens’ wealth division. ...
Financial planning
Video blogging can be a great marketing vehicle for financial advisers to showcase their knowledge, but the key is to stay timely with existing and potential clients. ...
Funds management
New ABS data confirms that home ownership and super are the main contributors to Australian household wealth....
Financial planning
ANZ has confirmed its plans to invest into the marketing activities promoting the ANZ Wealth brand, but there are no concrete plans to rebrand OnePath. ...
Editorial
ANZ reports solid nine months but, like others, has issues with lapse rates....
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...