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WEALTH MANAGEMENT
Funds management
Entrust Private Wealth has decided to take portfolio administration inhouse and implemented IRESS as its private wealth technology platform....
Funds management
The wealth management industry is failing to properly educate retirees about longevity risk and investment risk, according to a survey conducted by PricewaterhouseCoopers...
Financial planning
A new survey has revealed Asia/Pacific wealth managers are more optimistic about the outlook for 2012 and a soft landing in China....
Financial planning
Private advisory firm Lachlan Partners has selected HUB24 as its preferred platform provider....
People & Products
Business strategy professional Peter Dale has been employed as executive director for executive search company Boyden - a key role in recruiting senior executive and lead...
Financial planning
Mercer has completed a deal to provide Citibank Australia with research and an adviser portal. In a separate deal, Mercer is set to become an investment consultant to SFG...
Financial planning
A new full-service stock broking group has launched in Australia this week - the Octa Phillip Financial Group....
Editorial
Yellow Brick Road has more than doubled its revenue in the half year to 31 December, but a huge increase in expenditure has led to its after-tax losses growing from $0.5 ...
Funds management
Tasmanian Perpetual Trustees has announced its Select Mortgage Fund has been given a three-star rating by S&P, although the rating will only stand until S&P's 1 October w...
Editorial
SFG Australia has announced a 5 per cent increase in net profit after tax, boosted by cost savings from the integration of Snowball Group and Shadforth Financial Group....
Financial planning
Standard & Poor's Fund Services has suffered its first major ratings withdrawal after the announcement that S&P Capital IQ would no longer conduct its services in Austral...
Financial planning
Standard & Poor's Fund Services has suffered its first major ratings withdrawal after the announcement that S&P Capital IQ would no longer conduct its services in Austral...
Funds management
More than 90 per cent of personal investments are held directly by individuals rather than investment products and platforms provided by major wealth managers, according ...
Funds management
The Commonwealth Bank has posted a strong six-month result, but the picture for Colonial First State and wealth management is less rosy....
Financial planning
The growth of wealth management services is helping to create more opportunities for financial professionals in the institutional sector, but boutique financial services ...
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MARKET INSIGHTS
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 ...