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WEALTH MANAGEMENT
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....
Financial planning
The Financial Services Council (FSC)/PricewaterhouseCoopers CEO survey has revealed that Australia has its work cut out for it before it can meet the challenges of an age...
Financial planning
The Financial Services Institute of Australasia (Finsia) has launched a new professional designation for the financial services industry, one that could test the relevanc...
People & Products
Mercer appoints two former van Eyk employees, Brian Long and Luke Fitzgerald, to senior roles....
Superannuation
GESB urges Australians to seek advice on SMSFs, with research showing many don't understand the time, risks and costs involved in operating this type of fund....
Financial planning
Mercer has been appointed by Investec Specialist Private Bank to support its high-net-worth client investment proposition....
People & Products
Former BTFG general manager advice and planning Geoff Lloyd has joined Perpetual as group executive for Private Wealth....
Financial planning
The Commonwealth Bank has sold the St Andrews insurance business to BOQ but retained the other wealth management elements....
Financial planning
MMC Contrarian will acquire Bupa Australia's life insurance and wealth management businesses, MBF Life and Clearview Retirement Solutions, for $195 million....
Financial planning
ANZ will transition the wealth management and insurance businesses it acquired from ING to a new name and brand by the end of this year, ANZ's Australian chief executive,...
Financial planning
Wilson HTM Investment Group has appointed David Groth as chief executive, with former managing director Garry Lowry resigning after four years in the position....
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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...