A leading financial planning spokesperson has said that the Future of Financial Advice (FOFA) reforms will push wealth management groups into the old 'one-stop-shop' busi...

Westpac has posted a solid six-month performance with wealth management making a key contribution....

ANZ looks to wealth management as part of its growth strategy after recording a solid first half....

Term deposits may not be the best option for self-managed superannuation fund (SMSF) trustees nearing the pension phase who want to ensure liquidity, according to HLB Man...

Australian financial services professionals are reluctant to explore job opportunities following a series of local and overseas natural disasters, leading to skills-tight...

The Trio Capital collapse has demonstrated the importance of diversification in self-managed super funds (SMSFs)....

GESB leverages scale to reduce fees for its Retirement Income Allocated Pension....

Advisers could benefit from changing the name of self-managed superannuation funds (SMSFs). The name could be driving away potential trustees due to the connotations of i...

Equity Trustees (EQT) has appointed its head of marketing Philip Galagher to head up its private clients wealth management business....

The growing market for retirement community homes presents a great opportunity for financial planners to serve as independent coaches in a complex area riddled with traps...

Pension and annuity products provided by banks and large dealer groups are not being optimised for those moving into retirement, according to Mercer....

Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....

The wealth management industry is adapting to changing business models in a number of innovative ways, not simply stopping at the implementation of model portfolios, acco...

AXA’s Andrew Penn claims the group is in good shape ahead of its acquisition by AMP – with profit down, but cash earnings up....