WEALTH MANAGEMENT

Funds management

Wealth management fintech BigFuture has today unveiled an update to their cloud-based application....

image
Financial planning

Under its licence, Fitzpatricks Private Wealth has aligned with Brisbane-based Highland Financial as it seeks culturally aligned, fee-based advisory businesses....

image
Financial planning

ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips....

image
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...

image
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....

image
People & Products

IRESS has promoted Jacque Lennon to newly-created Productive Executive, Wealth Management role....

image
People & Products

Family office and wealth specialist, Mutual Trust, selects Northern Trust for custody mandate. ...

image
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....

image
Financial planning

The Commonwealth Bank has appointed AMP's Hugh Humphrey as its new Bank Financial Planning General Manager. ...

image
Funds management

Australian fintech and wealth manager, BigFuture, has completed a $520,000 capital raising as it looks to build its service capabilities....

image
Financial planning

Financial advisers’ focus on “superior performance” could mean investors fail to achieve their financial goals, research reveals....

image
Funds management

New research confirms banks are far from dominant in the wealth management space....

image
Financial planning

Advisers will have a crucial role in facilitating the transfer for trillions of dollars between baby boomers and their heirs, research reveals....

image
Policy & Regulation

ASIC has pointed to six bannings from its “Wealth Management Project” focused on the largest wealth management firms, including the major banks....

image
Financial planning

NAB’s digital advice offering will link clients with advisers, not cut them out out of the process, with the bank pointing to existing online advice offerings enabling ad...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

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

1 month 3 weeks ago
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 ...

1 month 4 weeks ago
gonski

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

1 month 4 weeks ago

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. ...

1 week 3 days ago

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

3 weeks 4 days ago

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

2 weeks 5 days ago