WEALTH MANAGEMENT

Financial planning

Life drags on an otherwise strong AMP half-year result strongly underpinned by wealth management....

image
Financial planning

Well-known financial services lawyer Peter Bobbin and his firm are now part of a wider legal and wealth management group after its parent company purchased a financial ad...

image
Financial planning

Law firm ILH Group has announced it will expand into the wealth management space by acquiring a financial planning business....

image
Financial planning

A group of boutique financial planning businesses is planning to launch a pro-bono advice service for people in need, which could be beneficial to the financial planning ...

image
Financial planning

The Bennelong Group will expand into the advisory space after taking a controlling interest in Melbourne-based wealth management and advisory firm Carnbrea & Co. ...

image
Funds management

Nearly four years after departing Deutsche to establish Ironbark, Chris Larsen announces acquisition of Deutsche Asset Management Australia....

image
Financial planning

Annuities specialist Challenger Limited has set itself a target which will make it the highest-selling annuity provider in the Australian wealth management market....

image
People & Products

Former HSBC Global Asset Management chief investment officer Dr Paul Kasian has joined Equity Trustees (EQT) as head of equities....

image
Financial planning

Wealth summit confirms US investors are just as tentative about getting out of cash as their Australian counterparts....

image
Editorial

The Commonwealth Bank has confirmed the strong start it has made to 2013, with a March quarter trading update revealing a statutory net profit of $1.9 billion and wealth ...

image
People & Products

Former Genesys Wealth Advisers chief operating officer Andrew Alcock has been appointed chief executive of InvestorFirst....

image
Funds management

New US research points to increasing use of mobile apps by wealth management clients....

image
Funds management

New US research points to increasing outsourcing among wealth managers looking to revamp and save costs....

image
People & Products

Former S&P director of fund services Jeff Mitchell has joined Australian Unity Personal Financial Services as head of investment research....

image
Editorial

The ‘variable annunity’ in vogue overeas is neither entirely variable nor an annuity – so what is it, and what could it do for Australian retirees? Andrew Barnett explain...

image
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 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