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WEALTH MANAGEMENT
Financial planning
Tower Australia has restructured its chief sales role by dividing the risk and wealth management aspects of the position in a move resulting in the departure of Tower hea...
People & Products
Fiducian Portfolio Services (FPS) has unveiled its new head of wealth management, former St George Bank staffer Mark Schroeder, who joins this week with a mandate of impr...
Financial planning
AXA Australia has unveiled a new set of performance guiding indicators - the AXA 6 - after completing its K5 transformation program in December 2003....
Financial planning
Fiducian Portfolio Services has lost its head of wealth management, Paul Barrett, who has moved on to join Commonwealth Bank-owned dealer group Financial Wisdom....
Financial planning
Boosted by an upturn in market conditions, Suncorp delivered a better than expected net profit today across its three main business areas – banking, general insurance and...
People & Products
Tower has announced Bridges Financial Services managing director David Bleakley will step down and leave the group early in the new year after three years at the helm of ...
Financial planning
Wilson HTM has merged its two planning divisions bringing together the groups 90 financial planners and brokers under one structure....
Financial planning
AXA will lose about 50 jobs in the process of streamlining its marketing and distribution into three groupings – wealth management, financial protection and distribution ...
Funds management
Nine months into a two-year recovery strategy, Tower Limited is back in the black having posted a $4.87 million profit for the six months ended September, 2003....
Financial planning
Westpac Banking Corporation today - a year to the day since announcing its acquisition of BT Financial Group - says synergies from the highly publicised purchase last yea...
Funds management
The wealth management divisions of major banks languished over the 2002/03 financial year, with total earnings excluding appraisal adjustments increasing by a total of on...
Financial planning
Small and medium business owners tend to be too focused on sales and turnover and need guidance on how to derive personal wealth, according to Westpac Banking Corporation...
Funds management
The Commonwealth Bank is anticipating the growth in its wealth management division to exceed that within its traditional banking divisions going forward, providing justif...
Financial planning
Online platform provider Netwealth has appointed JDV as its in-house broker platform for their wrap and superannuation products, following the announcement that the manag...
Financial planning
Perpetual Trustees is looking to bolster its position within the Australian funds management industry through organic growth and a series of joint ventures and acquisitio...
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...