WEALTH MANAGEMENT

People & Products

Ex-Rothschild associate director Paul Barrett has been appointed head of wealth management at Fiducian Portfolio Services....

Financial planning

The Westpac Bank passed a major landmark in its integration of the BT Financial Group today after it announced the roll out of BT’s wrap platform to its in-house financia...

Financial planning

Investor Group has made the first moves in the acquisition of Stockford businesses, purchasing the Stockford Collins Street accounting and financial planning business....

People & Products

Suncorp Metway has poached another Commonwealth Bank executive to fill one of its top jobs, this time the position of head of wealth management....

Financial planning

National Wealth Management will export its Australian capabilities in adviser service platforms to the UK, launching a new platform product to spur expansion in the marke...

Editorial

Suncorp Metway has recorded a slight profit increase in the six months to December last year, despite a sharp drop in the performance of its wealth management division....

Financial planning

After less than six months in her role as head of executive services, Macquarie Financial Service’s Jane Watts has been promoted to the position of head of wealth managem...

Financial planning

Royal and SunAlliance general manager for sales and marketing Ken Brewer has left the group after a round of sudden death departures took place earlier this week....

Financial planning

Tower Limited has abandoned plans to sell its personal and corporate trustee businesses in Australia and New Zealand and plans to use them as part of a growth strategy, c...

Funds management

St George Group today appointed Nick Basile to the new position of head of investments and insurance in an attempt to drive the group’s wealth management division forward...

People & Products

BT Funds Management has today appointed US based Putnam Investments to manage its $5 billion international share portfolio....

Financial planning

SOME of Australia’s leading master trust and wrap researchers have given their qualified endorsement to Westpac’s acquisition of the BT Wrap as part of its buyout of the ...

Financial planning

The Westpac Bank’s group executive of wealth management, David Clarke, has given the Count Financial group his assurance he will not attempt to poach any Count clients in...

Financial planning

AXA’s latest results for the six months to the end of June this year show a 5 per cent improvement on the corresponding period last year, with an after-tax profit of $130...

People & Products

The Westpac Bank has confirmed today that it will pay $900 million to buy the BT Financial Group from its US parent, the Principal Financial Group, in a move that will se...

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

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The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

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Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

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