WEALTH MANAGEMENT

People & Products

Head of Macquarie Adviser Services Neil Roderick has taken on a new role as Macquarie Banking and Financial Services group chief operating officer....

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Financial planning

Young financial services executives have the opportunity to present their solutions to the challenges created by a changing industry via the IFSA/Deloitte Future Leaders ...

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Editorial

AMP has used the release of a healthy profit announcement to restate its interest in AXA Asia Pacific....

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Editorial

The executive chairman of Count Financial, Barry Lambert, recently demonstrated the degree to which consolidation has become a focal point in the Australian financial ser...

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Financial planning

Commonwealth Bank of Australia chief executive Ralph Norris has delivered a cautious outlook for the economy while pointing to the recovery of the bank's key divisions in...

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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...

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Financial planning

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

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Financial planning

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

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Financial planning

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

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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....

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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...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

6 days 3 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 4 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 2 days ago