WEALTH MANAGEMENT

Editorial

The global recession generated by the sub-prime crisis has served to reinforce the dominance of Australia’s major banks across almost all segments of the nation’s financi...

image
Financial planning

Speculation around a possible ANZ takeover of IOOF appears to be cooling after initial reports surfaced over the weekend....

image
Financial planning

David Benbow appointed to key wealth management role, while Darren Turner will lead retail banking and distribution....

image
Financial planning

With the dust from the global financial crisis beginning to settle, it is an opportune time for some reflection, writes Mark Hoven....

image
Funds management

Emerging wealth management company Diversa has added to its acquisitions of Super Promoters and MARF by taking a stake in a boutique Australian equities manager led by Mi...

Editorial

While some might argue mergers and acquisitions activity has not significantly altered the competitive dynamic of the nation’s financial services industry, it has certain...

Funds management

Commbank had recorded a strong September quarter on the back of a recovering wealth management division....

image
Financial planning

NAB may have reported a significant profit decline but it continues to grow its wealth management business....

Financial planning

The six largest institutionally-owned dealer groups place an average 73 per cent of their clients' super products with their own parent company, with the top three placin...

Life/Risk

Will be responsible for strengthening Macquarie’s personal and business insurance services...

image
Financial planning

Advice and wealth management firm Lachlan Partners has merged with a boutique wealth management firm previously licensed through PIS....

Financial planning

Philip Chronican will lead the Australian business, including the ING wealth management operations, which the bank wholly acquired on Friday....

Financial planning

Acquires remaining 51 per cent of joint venture with ING in Australia and New Zealand for $1.76 billion....

Financial planning

Westpac will take on full ownership of boutique fund manager Ascalon Capital, following in-principle agreement with shareholder Kaplan Equity....

image
Financial planning

Bendigo and Adelaide Bank raises capital as it looks to growth opportunities in the wealth management arena....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago