Wilson HTM has announced the retirement of managing director Steve Wilson, effective 27 October 2011. He will be replaced by current head of private wealth management And...

BT Financial Group is seeing results from a drive to increase the proportion of its high net worth banking customers who also use the group for their wealth management ne...

The Commonwealth Bank gets a new wealth head as part of post-Norris changes....

Mercer's push into the wealth management space is based on bringing institutional advice to retail clients, according to Mercer global head of wealth management Cara Will...

While the Future of Financial Advice is the immediate concern for wealth managers, rapid changes in technology may have a more telling long-term impact....

Rather than panicking and selling their shares, investors should be watching the markets for signs of the expected recovery, according to wealth management firm Lachlan P...

The Commonwealth Bank's annual results have revealed the degree to which its wealth management division has been struggling in tough markets....

Equity Trustees (EQT) says two-stage retirement is creating new service needs for the financial sector....

Financial services technology provider, GBST, has appointed Nick Frolich to its wealth management business....

HSBC says its financial advisers in Australia are safe, despite massive job cuts by the organisation overseas....

BT Financial Group has announced a restructure driven by a desire to earn more of Westpac customers’ superannuation, investment, advice and insurance business as a result...

Mercer has consolidated its position in the retail space with the appointment of Cara Williams as global head of wealth management consulting....

ClearView’s rapid growth in planner numbers and its high FUA per planner ratio has seen it named Dealer Group of the Year, writes Mike Taylor....

The wealth management division of HLB Mann Judd in South Australia has acquired boutique planning firm Howard Financial Planners....