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| | | ... Australia (CBA) at 10am on December 9 with Lane working towards the acquisition in his prior role as head of strategy for the wealth management division which included M&A for CBA. "Count was the only planning practice we looked at [for acquisition] ... |
| | | | ... advice until later on in life, leaving them open to a number of financial risks, said AMP Head of Technical Strategies Wealth Protection Chris Kirby. "In some cases, women take care of the day-to-day financial management of their household, but aren't ... |
| | | | ... supporting the government's measures to improve consumers' understanding of their super," said director of contemporary wealth management products at AMP, Chris Jansen. Other changes announced by the wealth management firm include the introduction of ... |
| | | | ... merge with news that FMD Financial and Reynolds Williams and Associates will merge on December 1. Former Perpetual Private Wealth executive, Lee Wapling, will head up the firm. The FMD Group has financial planning practices in Melbourne, Adelaide and ... |
| | | | ANZ Wealth has warned that Christmas is the "absolute drop dead date" for clarity on FOFA reforms before implementation costs double. Paul Barrett, ANZ general manager advice and distribution, told reporters in Sydney yesterday that time is ticking ... |
| | | | ... rather than just investment returns," said Diego Del Rosso, Senior Manager - Strategic Partners and Alliances at Bendigo Wealth." In addition to offering close to 25 RI funds and over 200 traditional managed funds, the platform will also offer managed ... |
| | | | Towers Watson has hired former CBA heavyweight, Danny Howell, as its new head of wealth management in Asia in a bid to strengthen its advisory services. Prior to joining Towers Watson, Howell was general manager for Commonwealth Bank's North Asia, responsible ... |
| | | | ... technology. Eight new private label services have gone live from IAS since July including with dealer groups Fat Prophets Wealth Management, Integrated Financial Solutions, Value Investment Partners and iFinancial with new services for brokers and boutique ... |
| | | | ... has continued to drive the market this week." Volumes were low as investors waited for further news out of Europe, and a wealth of local economic data due out this week, he said. Resources stocks were higher, with Rio Tinto up 22 cents at $66.54 and ... |
| | | | ... Insurance business. AMP said the sale had no effect on its financial planning business and said it would continue to focus on wealth management, investment management and advice. A joint statement also noted that the transaction terms were "commercial ... |
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