HIGH NET WORTH
Financial planning
High-net-worth advisers seeking to grow their businesses are likely to find alternatives to be a key part of the puzzle amid investor demand, according to Praemium’s head...
Financial planning
Praemium is pivoting the business to offer a “white gloves” service as it launches a three-year strategy to be the leading platform for high-net-worth advice....
Funds management
The global financial services firm has taken on a second AFSL as it looks to capitalise on the high-net-worth market in Australia....
Financial planning
The platform has expanded its wealth management suite with a new solution designed for financial advisers who service high-net-worth investors....
Financial planning
A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers....
Financial planning
The number of Australian high-net-worth individuals has grown by nearly 9 per cent from 2023, according to Praemium and Investment Trends, spelling positive news for fina...
Financial planning
Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....
Funds management
While ETFs typically garner attention from everyday retail investors, Vanguard is observing a growing number of high-net-worth individuals also using these readily availa...
Financial planning
There are almost 2 million Australian millionaires, UBS’ new report shows, with the proportion set to grow by a further 400,000 people by 2028....
Financial planning
Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...
Financial planning
Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...
Financial planning
With HNW investors representing the largest market for alternative assets, Praemium and CoreData research underscores why this presents a compelling opportunity for advis...
Financial planning
Providing financial advice and accountancy services side-by-side in a holistic approach offers an array of benefits for both clients and the business, three firms share w...
Financial planning
The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s annual Wealth Report, and they are looki...
People & Products
Wealth management firm LGT Crestone has appointed an investment adviser to its Adelaide office as the firm focuses on the evolving high-net-worth market in the state....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...