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WEALTH MANAGEMENT
Funds management
Global fund managers have expressed a positive outlook on equities in the first quarter of 2013, with 75 per cent holding an overweight view and 25 per cent holding a neu...
Financial planning
Following its launch last year, broking and advisory firm Octa Phillip Financial Group has been rebranded as PhillipCapital in line with the commencement of its parent co...
People & Products
La Trobe Financial has expanded its wealth management business with the appointment of Sally Humphris as head of institutional sales....
Financial planning
Moves by key stakeholder Pyne Gould appear certain to generate change at ratings house van Eyk...
Financial planning
Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....
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 ...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...