WEALTH MANAGEMENT

Financial planning

Westpac and Rothschild Australia Asset Management will combine their funds management businesses to form a new organisation, following the announcement yesterday of Westp...

Funds management

The National Australia Bank (NAB) will reinvest $200 million into its Australian wealth management division over the next three years as part of its Positioning for Growt...

Funds management

The National Australia Bank (NAB) will invest $200 million into its Australian Wealth Management division during the next three years, with the aim to create a market lea...

Financial planning

New Zealand-based financial services group Tower is banking on the performance of its Australian wealth management operations in a bid to stave off the discontent of its ...

Financial planning

New Zealand-based financial services group Tower is banking on the performance of its Australian wealth management operations in a bid to stave off a growing level of dis...

Financial planning

Perpetual Trustees Australia Ltd has reported a strong past six months with a 43 per cent increase in its operating profit for the half-year period to 31 December 2001, b...

People & Products

Paul Resnik Consulting Group (PCRG) and Abacus Leading Solutions have launched a joint venture in recruitment for the wealth management area of the financial services ind...

Financial planning

The National Australia Bank (NAB) Group has leveraged off its Australian operations and launched a financial planning service through its network of UK based banks....

Financial planning

What exactly is meant by wealth management? In defining wealth management there seems to be two polar extremes. For some people, it is simply a good marketing term for fl...

Funds management

Suncorp Metway is set to dispose of its stake in the Suncorp Balanced Property Fund as part of a restructure of its property holdings designed to reduce the proportion of...

Financial planning

Westpac financial planners will soon be operating with the Wealthpoint financial planning platform after the bank announced the completion of a deal with the technology p...

Financial planning

ABN Amro Morgans has beat out a number of other advisory and wealth management groups to become the financial planning partner to the Bank of Queensland....

Editorial

The September quarter result for financial services group HP JDV has been dragged down by its wealth management division, with the group recording a before tax loss of $4...

Editorial

Financial services technology group HP JDV Ltd has lost more than $17.182 million for the year ending June 30....

Funds management

National Australia Bank chief executive Frank Cicutto has signaled that the group is intent on further expansion in funds management by doubling its contribution to the b...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 2 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago