Wealth management fintech BigFuture has today unveiled an update to their cloud-based application....
Under its licence, Fitzpatricks Private Wealth has aligned with Brisbane-based Highland Financial as it seeks culturally aligned, fee-based advisory businesses....
ANZ has undertaken a major shake-up of its wealth business with the announcement of the departure of Joyce Phillips....
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...
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....
IRESS has promoted Jacque Lennon to newly-created Productive Executive, Wealth Management role....
Family office and wealth specialist, Mutual Trust, selects Northern Trust for custody mandate. ...
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....
The Commonwealth Bank has appointed AMP's Hugh Humphrey as its new Bank Financial Planning General Manager. ...
Australian fintech and wealth manager, BigFuture, has completed a $520,000 capital raising as it looks to build its service capabilities....
Financial advisers’ focus on “superior performance” could mean investors fail to achieve their financial goals, research reveals....
New research confirms banks are far from dominant in the wealth management space....
Advisers will have a crucial role in facilitating the transfer for trillions of dollars between baby boomers and their heirs, research reveals....
ASIC has pointed to six bannings from its “Wealth Management Project” focused on the largest wealth management firms, including the major banks....
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...
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 ...