WESTPAC

Financial planning

The wealth management group formed by Westpac’s acquisition of Rothshild Australia Asset Management (RAAM) will be known as Sagitta Wealth Management Limited....

Financial planning

While SRIs have been an attractive option for many investors, the honeymoon may well be over. KATE KACHOR reports on what effect the current insurance crisis and the publ...

Financial planning

Rothschild Australia Asset Management (RAAM) has today announced the senior management team to head of its combined funds management venture with the Westpac Bank, reveal...

Editorial

Lonsec has downgraded two of Rothschild Australia Asset Management’s funds from recommended to approved status, sighting the Westpac’s purchase of the fund manager introd...

Financial planning

Westpac is a bank, right? A place where people take their money, leave it there, and then watch as it slowly disappears due to personal withdrawals and of course fees. Ri...

Funds management

The funds management and banking sectors have been in an acquisition frenzy during the past two years, fulfilling the industry prophecy of rationalisation. FIONA MOORE ta...

People & Products

The first major part of the integration of Westpac Investment Management (WIM) and Rothschild Australia Asset Management (RAAM) has been finalised with the appointment of...

Financial planning

The Westpac Bank has made a commitment to spend more than $1 billion on financial services and support for women over the next five years....

Financial planning

Australian Ethical Investment (AEI) has won the Socially Responsible Investment (SRI) Banksia Environmental Award in recognition for its innovation and leadership in envi...

Financial planning

Sue Laing, the person hired by the Westpac Bank to head up its ill-fated plans to launch a new dealer group, is set to leave the bank, adding the closing chapter to Westp...

Financial planning

Westpac chief executive officer David Morgan has not ruled out further purchases as part of its wealth management strategy, describing its recent purchase of Rothschild A...

Financial planning

Rothschild Australia Asset Management has formed a strategic alliance to outsource the management of its global fixed interest investments to the New York based BlackRock...

Financial planning

Westpac's plan to sell its consumer finance business AGC to GE Capital for $1.65 billion has been approved by the Australian Competition and Consumer Commission (ACCC), j...

Financial planning

Rothschild Australia Asset Management will operate as an independent entity under the deal to combine its funds management business with Westpac Bank to create a new orga...

Financial planning

Westpac has experienced a 10.2 per cent rise in half year net profit it said today and confirmed it had reached agreement to sell its consumer finance business AGC to GE ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 day 12 hours ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

4 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

6 days 11 hours ago