09/01/2011

ANZ Wealth: phone-based advisers to help with opt-in

ANZ Wealth is rolling out phone-based advisers who will contact clients on behalf of advisers to assist in opt-in requirements and scalable advice pressures, with plans to raise planner numbers significantly.

08/19/2011

Yuanta looks to Greater China to expand wealth management services

Yuanta Financial Holding, parent of the nation’s largest securities firm, aims to become a prime capital movement facilitator in Greater China as securities companies gain more importance in providing wealth management services, a company executive

08/19/2011

AMP advisers and planners to be spared cuts

AMP chief executive Craig Dunn will shield the wealth management giant's planning and adviser workforce from job cuts to capitalise on the wave of retail superannuation contributions expected as markets recover.