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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...
Financial planning
Westpac and Rothschild Australia Asset Management will combine their funds management businesses to form a new organisation, following the announcement yesterday of Westp...
Financial planning
Australia’s retail managed funds market has overcome the market turmoil and investor insecurity that followed the September 11 terrorist attacks in the US to record posit...
Financial planning
The Westpac Banking Corporation is believed to be preparing to launch a new financial planning dealer group that will be staffed exclusively by independent financial advi...
Financial planning
The news in late December that the Commonwealth will fold the funds management operations of Colonial First State into its own operations signals the end of a slow joinin...
Financial planning
Another year, another clean slate? Not quite. Legislative overhang from 2001 is set to frame the trials and tribulations of the year ahead as the financial planning indus...
Financial planning
Westpac financial planners will soon be operating with the Wealthpoint financial planning platform after the bank announced the completion of a deal with the technology p...
Financial planning
Westpac will trial an account aggregation service for its banking clients as part of a larger strategy to provide financial services online....
Editorial
The September quarter result for financial services group HP JDV has been dragged down by its wealth management division, with the group recording a before tax loss of $4...
Financial planning
Boutiques dealer groups have staked their claim by grabbing high net worth clients as well as some of the best advisers. John Wilkinson breaks down the data and finds man...
Financial planning
While this year’s Top 100 dealer survey does not feature any large acquisitions there was plenty of action still occurring among those who scored a place in the rankings....
Financial planning
The latest ethical investment product hit the retail and wholesale markets yesterday, with the introduction of the Westpac Australian Sustainability Share Fund....
Financial planning
AMP Financial Planning has taken out the top placing in the annual Money Management Top 100 Dealer’s Survey for the third year in a row with 1548 planners recorded on its...
Financial planning
Westpac’s online broking arm has outsourced to technology provider HP JDV in a deal which will see Westpac’s 90,000 online broking customers using HP JDV’s software to tr...
People & Products
ING Financial Planning chief executive officer Mark Spiers has joined the board of InvestorWeb as a non-executive director....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...