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WEALTH MANAGEMENT
People & Products
Contango Income Generator has appointed Andrew MacDonald to chair and implement cuts to director remuneration....
Financial planning
Wealth managers across the UK have responded well to an influx of digital platform offerings within their workspace....
Financial planning
CBA has reported a slight uptick in AUM and FUA in its wealth management division in a period where the sector had not met expectations for other banks such as ANZ and We...
News
An analysis of the full-year results of the major banks has confirmed a growing disappointment with the return on investment being generated by their wealth management op...
Outsider
Outsider knew the writing was possibly on the wall a long time ago for ANZ’s wealth management arm. That wall just happened to be between the executive suite and the exec...
Financial planning
ANZ has announced the exit of its Asian retail and wealth businesses in a sale to Singapore’s DBS Bank....
Superannuation
ANZ Wealth announced new model portfolios focusing on the specific needs of retirees, which would be available through its aligned licensees....
Financial planning
ASIC has banned a former Macquarie Equities Limited representative from providing financial services for five years for inappropriate advice and engaging in unauthorised ...
Policy & Regulation
Government regulations imposed on Australia’s wealth management, banking, and superannuation sectors were more likely to disrupt the industry than innovation....
Financial planning
Marianne Perkovic has been promoted out of her wealth management role to become EGM of Commonwealth Private. ...
Superannuation
The outcome of the Federal election will not change the fact that the new super regime is for building only a moderate retirement nest-egg, according to Austock....
Financial planning
NAB and Westpac may have made the best strategic call by keeping their wealth management businesses as separate entities, according to an academic analysis....
People & Products
Infocus Wealth Management’s ‘Succession Plan’ strategy has seen it acquire a fourth advice business....
Financial planning
Peer-to-peer investment start-up SelfWealth is preparing to launch two products at the end of this month aimed at addressing “the frustrations” that consumers face in fin...
Funds management
Investment and superannuation platform provider HUB24 announces a new white label partnership with Lifespan Financial Planning....
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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 ...