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WEALTH MANAGEMENT
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....
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....
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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...