Independently-owned dealer group AAA Financial Intelligence redefines itself....

ANZ update provides mixed outlook....

Promina merger bedding down....

Westpac and BT set to launch new brand....

Recent fund collapses have served to highlight the value of advice....

The emerging duopoly of multi-functional financial planning software providers in the Australian market is a response to demand for well-capitalised, voluminous providers...

Financial services organisation Tolhurst Group has announced its intention to acquire the privately owned national financial planning group Community & Corporate Financia...

The National Australia Bank’s wealth management division has made a solid contribution to the group’s 22.8 per cent increase in cash earnings to $2.2 billion for the six ...

A Citigroup research newsletter, Trends in Wealth Management, has pointed to two potential risks confronting the dominance of platforms in Australia: the consolidation of...

St George Bank’s Wealth Management division accounted for 12 per cent of the bank’s record interim profit of $568 million, with managed funds growing to $44.3 billion for...

Software developer Salesforce.com will launch a web-based customer relationship management system aimed directly at financial advisers....

Former head of IOOF retail funds management Jarrod Brown has landed a new post with research house Standard & Poor’s as its executive investment services....

IWL has secured a further two-year services agreement with Entrust Private Wealth Management for the use of its portfolio business Echelon....

After approaching wealth management infrastructure solutions provider IWL in February with an offer to buy its specialist financial advisory software subsidiary, includin...