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WEALTH MANAGEMENT
Superannuation
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...
Superannuation
Pension and annuity products provided by banks and large dealer groups are not being optimised for those moving into retirement, according to Mercer....
Financial planning
Macquarie Banking and Financial Services Group (MBFSG) has reappointed Mercer to provide investment research and consulting services for the next three years....
Financial planning
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...
Editorial
AXA’s Andrew Penn claims the group is in good shape ahead of its acquisition by AMP – with profit down, but cash earnings up....
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....
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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...