POWERED BY MOMENTUM MEDIA
WESTPAC
People & Products
Former Westpac head of financial planning and advice Brett Himbury has made the move to the Commonwealth Bank (CBA), being appointed yesterday to the role of executive ge...
Funds management
BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...
Financial planning
Morningstar’s new quantitative measuring rating system released last Friday has fuelled major changes to fund manager ratings in New Zealand....
Financial planning
In 1999, Westpac Financial Planning & Advice (Westpac) which ranked fifth in the Money Management Fastest Growing Dealer Groups Survey, had 570 advisers....
Financial planning
Westpac and BT have appointed Scott Walters in the newly redefined role of head of financial planning, replacing Brett Himbury who left Westpac last month....
Financial planning
Count Financial Limited managing director Barry Lambert has hit back at claims that Count’s recent share price rally occurred due to a bidding war between Westpac and CPH...
Financial planning
State Street Global Advisors (SSgA) Australia has appointed former Westpac Investment Management chief investment officer Don Hamson into the newly created role of head o...
Financial planning
BT Portfolio Services has rolled out a low cost wrap vehicle aimed at lower net worth retail investors with a limted range of investments and reduced fees increasing the ...
Financial planning
The former listed property team at Principal Global Investors (PGI) has unveiled its new boutique property securities funds management company – Pengana Capital – and con...
Financial planning
Former Westpac head of financial planning and advice Brett Himbury has struck a short-term deal with Tower Australia to provide advice on the restructure of its dealer gr...
Financial planning
Margin lending is not the only way to get into gearing. Philip McLean looks at instalments as an alternative....
Financial planning
Major banks will have to seriously rethink their strategies following disappointing earnings from their wealth management arms. Lisa Bowman reports....
Funds management
BT Financial Group has replaced Principal Global Investors (PGI) as investment manager for its more than $500 million of listed property trust assets by bringing the mana...
People & Products
Principal Global Investors has announced the appointment of former Schroder Investment Management head of sales and marketing, Alex Francois, as director of institutional...
Financial planning
Remaining “true to label” and having well established teams and processes are some of the key factors for success for the finalists in the Money Management/Assirt Fund Ma...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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,...