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WEALTH MANAGEMENT
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....
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....
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MARKET INSIGHTS
Podcast
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...