POWERED BY MOMENTUM MEDIA
WEALTH MANAGEMENT
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....
Financial planning
Bendigo and Adelaide Bank raises capital as it looks to growth opportunities in the wealth management arena....
Financial planning
AXA's wealth management businesses continue to feel the impact of the global financial crisis, while its insurance businesses have reported positive inflows for the first...
Financial planning
Plan B suggests the financial services industry may need two sets of standards....
Financial planning
BT Wrap has signed a three-year agreement with Merrill Lynch to provide a badged platform investment solution, the seventh agreement BT Wrap has signed this year....
Financial planning
Aims to expand its reach into Asian wealth management firms and private banks....
Financial planning
ING Grow Member Value program delivers inflows of more than $204 million over three years....
Editorial
When the National Australia Bank (NAB) late last month announced its acquisition of Aviva’s wealth management business, its documentation lodged with the Australian Secur...
Financial planning
The decision to scrap the name 'Suncorp Wealth Management' will not see any dilution to the strategic role of its asset management and super and investment businesses, ac...
Financial planning
The NAB's acquisition of Aviva's wealth management business will make it the largest player in the field, justifying a close look by the Australian Competition and Consum...
Financial planning
The new fund together with the similar existing ANZ flexible term deposit fund now gives clients the choice of a higher interest rate or the government guarantee....
Funds management
The Commonwealth Bank has confirmed a cut in its dividend but reported a better quarter for wealth management....
Never miss the latest news and developments in wealth management industry
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...