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JBWERE
Financial planning
Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiar...
Financial planning
While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have sim...
Financial planning
Innovation might be an opportunity cost borne by Australia’s regulatory environment, however some consumers may place more value in the human element of advice, according...
People & Products
JBWere has appointed Cathryn Carver as chair, replacing Michael Saadie....
Financial planning
Professional year candidates should be self-motivated and both them and their supervisors need to understand it could take far longer than one year, according to panellis...
Funds management
Reflecting on the seemingly slow pace of innovation in Australia’s financial services sector, panellists at the SIAA conference have warned foreign entrants could bring a...
People & Products
A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group. ...
People & Products
The wealth management group has hired two new advisers, Steven Marino and Dylan Viney, to its expanding private wealth business. ...
Financial planning
The lack of industry standards is making it difficult for advisers to consider the responsible investment element of their clients’ portfolio, particularly outside of lis...
People & Products
Equity Trustees has expanded its asset management team with the appointment of Dilan Ashton as responsible investing lead....
People & Products
Wealth manager JBWere has extended its virtual managed accounts agreement with Praemium for another two years. ...
People & Products
Macquarie Investment Management has joined the OpenInvest online marketplace for self-directed investors....
Superannuation
The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...
Financial planning
JBWere has become a full member of the industry body representing responsible, ethical and impact investors, the Responsible Investment Association Australasia (RIAA)....
People & Products
JBWere has put aside its internal system and chosen to move to Praemium’s V-Wrap, with the agreement’s potential annual value sitting at around $1 million....
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Podcast
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...
The judge was quite undrstanding! THEN AASSIICC comes along and closes him down!All you 15600 people who work in the bu...
How could that underestimate happen?usually the quote transfer straight into the SOA, and what on earth has the commissi...