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WEALTH MANAGEMENT
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....
Funds management
Wealth management fintech BigFuture has today unveiled an update to their cloud-based application....
Financial planning
Under its licence, Fitzpatricks Private Wealth has aligned with Brisbane-based Highland Financial as it seeks culturally aligned, fee-based advisory businesses....
Financial planning
ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips....
Financial planning
Major financial planning software provider, IRESS, announces a strong full year result underpinned by a “double-digit growth” in wealth management in Australia and New Ze...
Financial planning
AMP’s wealth management business reported a $410 million profit for the 2015 financial year, as the company saw profits rise by 10 per cent....
People & Products
IRESS has promoted Jacque Lennon to newly-created Productive Executive, Wealth Management role....
People & Products
Family office and wealth specialist, Mutual Trust, selects Northern Trust for custody mandate. ...
Accounting
While most accounting firms expect revenue from wealth management in FY16, mid-sized firms are more confident in the area compared to large firms, research reveals....
Financial planning
The Commonwealth Bank has appointed AMP's Hugh Humphrey as its new Bank Financial Planning General Manager. ...
Funds management
Australian fintech and wealth manager, BigFuture, has completed a $520,000 capital raising as it looks to build its service capabilities....
Financial planning
Financial advisers’ focus on “superior performance” could mean investors fail to achieve their financial goals, research reveals....
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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,...