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WEALTH MANAGEMENT
People & Products
Rubik Financial has appointed former head of Asgard Wayne Wilson as managing director - wealth of COIN....
Financial planning
Premium Wealth Management has this week launched an enhanced service for member planners - the next phase of its succession planning program 'Succession Ready'; The Premi...
Superannuation
The online banking arm of Dutch giant ING, ING Direct, is set to enter the Australian superannuation market in the coming months....
Financial planning
Global investment and financial software provider SS&C Technologies has secured a mandate from Specialist Investment Management for provision of its SS&C Global Wealth Pl...
Editorial
Bela Moore and Andrew Tsanadis find some pockets of the financial services industry are hiring while others have brought their recruitment activities to a halt....
Funds management
Mortgage aggregator Vow Financial has continued the growth of its wealth management offering with a new joint venture in Melbourne....
Financial planning
The announcement of further cost reduction strategies by Perpetual chief executive Geoff Lloyd signals a renewed focus on funds securitisation and wealth management for t...
Funds management
With a growing number of non-Shariah-compliant Australian investors interested in its Islamic finance products, MCCA has confirmed that it has plans to launch a property ...
Financial planning
Traditional segmentation is not tailored to suit clients' objectives, according to Perpetual's general manager for private client advice, Nick Langton....
Financial planning
New research suggests the Eurozone crisis has accelerated the use of mobile apps to help financial advisers stay close to their high net worth clients....
Financial planning
Equity Trustees (EQT) has recruited former Financial Services Partners chief executive Geoff Rimmer to head up its newly-created Private Wealth Services division, effecti...
Financial planning
Financial advisers have significantly increased their allocations to fixed income investments in the past 18 months and are likely to increase that further, according to ...
Superannuation
Equity Trustees is planning to target small to medium corporate superannuation funds with a sophisticated investment and services offering, with basic MySuper investment ...
Funds management
AMP-aligned dealer groups appear to have faced a tough period, with all bar one reporting negative cash-flows in the first quarter of 2012....
Financial planning
The Colonial First State restructure sees Brian Bissaker depart with the separation of advice and changed reporting lines....
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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 ...