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WEALTH MANAGEMENT
People & Products
Infocus Wealth Management has bolstered its business development capabilities across the country with a number of key appointments....
Financial planning
With major legislative change set to occur, the role software, technology and new media are playing in financial planning today is unprecedented....
People & Products
Maria Lykouras has been appointed general manager advice licensee services of Commonwealth Bank's wealth management business....
Accounting
The APES 230 ethical standards may cause a small number of accountants "some commercial pain", but it will benefit the majority in the long run, according to Robert MC Br...
Financial planning
By putting estate planning at the heart of their business, planners can ensure the long-term sustainability of their client base while also fully satisfying the requireme...
Financial planning
UMA platforms can help financial advisers dramatically improve their value propositions, according to the managing partner of a boutique private wealth management firm....
Editorial
While equities no longer have the appeal they had prior to the financial crisis, sophisticated fixed interest strategies are springing up in their wake....
Financial planning
GBST has released a new wealth management platform that it said is market ready for incoming Future of Financial Advice (FOFA) requirements....
The techniques that pre-retirees have used in the past to amass a larger superannuation pool are no longer possible, according to Jonathan Philpot, wealth management part...
Financial planning
Anthony James and Jim Boynton explain why financial planners shouldn’t delay their FOFA implementation....
Editorial
Prime Financial Group's NPAT dropped by a quarter in the 2012 financial year and FUM dropped slightly, although wealth management revenue grew by 11 per cent....
Editorial
The Australian financial markets and wealth management arms of IRESS have posted a profit after tax of $18.2 million and $7.6 million for the first half of 2012, respecti...
Funds management
With 70 per cent of Australians expecting to own a smartphone by mid 2014, there is a big potential market for wealth management applications....
Life/Risk
ClearView has posted positive results for the 2011/2012 financial year after extending its reach into the life insurance and wealth management markets....
People & Products
Equity Trustees Limited has appointed Anne O'Donnell as non-executive chairman of its superannuation business....
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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 ...