WESTPAC

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 ...

Financial planning

By now most of the financial services industry has heard that Westpac, in one of the industry’s lesser kept secrets, will buy Rothschild Australia Asset Management from i...

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 ...

3 weeks 6 days 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 ...

3 weeks 6 days ago
gonski

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

4 weeks ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 5 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 5 days ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

2 weeks 6 days ago