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WEALTH MANAGEMENT
People & Products
Pinnacle Investment Management has appointed Alex Ihlenfeldt to the role of chief operating officer (COO) as the firm expands its capacity and grows its third party distr...
Life/Risk
Zurich Australia remains the top dog for business life insurance, according to the latest ratings by research house Canstar Cannex....
Financial planning
Clearview Wealth has made two new senior management appointments that will boost its marketing and compliance teams....
Financial planning
Investment management platform provider Praemium has been appointed by the Islamic Bank of Britain to launch the UK’s only Sharia compliant retail discretionary por...
People & Products
Perpetual has appointed former Asgard executive Glen Mesch as WA state manager for Private Wealth in a bid to up its game in the booming WA market....
Financial planning
WHK Horwath to take on global branding of Crowe Horwath in 2011....
Financial planning
BT Financial Group has appointed Jane Watts as general manager of Westpac Private Bank, following the departure of Jan Swinhoe....
Editorial
With the private equity 'barbarians' rattling Perpetual's gates, Mike Taylor writes that there will be plenty of interest in the future of the company's Private Wealth bu...
Editorial
ANZ reports strong profit but remains low-key on growth in wealth management....
Editorial
Nick Hilton takes a look at recent changes within the wealth advisory industry and examines the evolution of the corporate model in this space....
Financial planning
An orangutan named Charles has become the new face of ING Group’s banking business, ING Direct, replacing the quirky Scottish comedian Billy Connolly....
Life/Risk
Directly marketed life insurance products seem to have picked up in popularity, with the sector posting an increase in sales of 27 per cent, according to Canstar Cannex r...
Editorial
AMP reports solid six-month result on back of wealth management and says it is positioned for new regulatory environment....
Editorial
Count bounces back with record profit and forecasts further growth in current financial year....
Funds management
Aligning its banking and wealth distribution channels is one of BT Financial Group’s key strategic growth priorities, according to its chief executive, Brad Cooper....
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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 ...