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WEALTH MANAGEMENT
Financial planning
IRESS has announced the launch of XPLANtouch, a tablet app that allows financial advisers and clients to access personal and financial data and more easily track their pr...
SMSF, company and trust documents provider Topdocs will integrate with Xplan, allowing pre-populating of forms and reducing data entry, the companies announced....
Funds management
The Australian Competition and Consumer Commission (ACCC) is set to shift its focus towards the wealth management industry in 2013, according to Minter Ellison partner Ka...
People & Products
In line with strategic changes to its operations, Professional Investment Services (PIS) has made three senior management appointments....
Funds management
HLB Mann Judd Melbourne will create a new wealth management division to be headed by financial adviser Andrew Lord....
Financial planning
Changes to the distribution landscape and demand for products and services specifically targeted at risk specialists were the main drivers behind the launch of TAL's new ...
Financial planning
Some financial advisers who regarded ETF growth as merely cyclical and not structural are starting to change their position, according to a report published by ETF Consul...
People & Products
Former Westpac group executive Richard Thomas has joined the Centric Wealth board as a non-executive director....
Financial planning
Premium Wealth Management has added Boston Private Wealth to its dealer group, the third Queensland-based practice to join the group this year....
Financial planning
Investor concern levels have fallen in September and October, but new research suggests this might not necessarily translate to good news, according to Investment Trends ...
Financial planning
Yellow Brick Road confirms deal with Macquarie after entering a trading halt earlier today....
Financial planning
Australian banks are relying on recurring revenue from their wealth management and insurance divisions to relieve pressure on earnings, according to Fitch Ratings....
Editorial
AMP's third quarter cashflows announcement points to contribution made by wealth management and SMSFs....
Editorial
ANZ has netted a $5.7 billion full-year profit, but its wealth management division has evidenced difficult market conditions....
Financial planning
Infocus Wealth Management founding director Darren Steinhardt yesterday stepped down from his role as managing director of the group, with Rod Bristow assuming the role o...
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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 ...