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WEALTH MANAGEMENT
Financial planning
Software developer Salesforce.com will launch a web-based customer relationship management system aimed directly at financial advisers....
Financial planning
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....
Financial planning
IWL has secured a further two-year services agreement with Entrust Private Wealth Management for the use of its portfolio business Echelon....
Financial planning
After approaching wealth management infrastructure solutions provider IWL in February with an offer to buy its specialist financial advisory software subsidiary, includin...
Financial planning
Wealth management infrastructure solutions provider IWL has shown the first signs it will sell off its financial services software arm, Visiplan, to IRESS Market Technolo...
Financial planning
Wealth management infrastructure solutions provider IWL, through one of its subsidiaries, has secured a strategic holding in Etrade Australia’s shares....
Financial planning
Recently-listed wealth management solutions provider Bravura has reported a strong first half, announcing a net profit after tax of $3.5 million on the back of a 118 per ...
Editorial
A 28.6 per cent increase in net profit generated by its wealth management arm has helped drive Queensland-based Suncorp to a 16.1 per cent increase in net profit for the ...
Financial planning
AXA Asia Pacific Holdings has announced a 25 per cent increase in profit after tax to $677.8 million for the 12 months ended December 31, with the Australian and New Zeal...
Financial planning
St George Bank wealth management general manager Geoff Lloyd said the retrenchment of 10 staff from Advance Asset Management yesterday marks the end of the organisation’s...
Financial planning
Perpetual Investments is increasing fees across its range of wholesale Australian share funds and balanced growth funds that have Australian shares in them....
Financial planning
An investment analyst from MLC scooped the top award at the inaugural IFSA/Deloitte Future Leaders Awards announced yesterday in Sydney....
Funds management
NAB has found itself running against profit trends, with its wealth management division failing to deliver a significant increase in earnings to contribute to the bank’s ...
Editorial
Westpac’s wealth management business represented a key driver for its record $3.071 billion profit announced today....
Financial planning
Brisbane-based listed financial services company First Capital Group is maintaining its growth strategy, announcing it will be raising up to $20 million to buy a strategi...
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MARKET INSIGHTS
Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...