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HIGH NET WORTH
Funds management
Platform provider, Powerwrap, has announced the launch of its new separately managed account offering....
Funds management
A new online platform has launched in Australia, which gives high net worth investors and early-stage companies increased tax incentives....
Financial planning
Australia’s HNWI population has increased 3.5 per cent during 2014-2015 to a total population of 226,400, according to Capgemini....
Financial planning
NAB restructures to create NAB Private to enable better servicing of high net worth clients....
Superannuation
The Government has been urged to consider changes to the Transition to Retirement pension regime because current arrangements unduly favour high income earners....
Financial planning
High net worth individuals looking to invest in technology are being urged to seek specialist advice as the sector slows down....
Financial planning
Singapore’s millionaire population will reach 188,000 in 2020 off the back of its financial market and private banking, according to WealthInsight....
Financial planning
Financial advisers need to talk to high net worth clients about leaving a charitable bequest in their will, and they should know what questions to ask....
Funds management
Asian high net worths are increasingly getting their advice from private banks and are turning to international equities and investment property in volatile times....
Accounting
Accounting firm HLB Mann Judd will seek to service high net worth Asian investors after setting up a firm dedicated to clients from the region...
Superannuation
Industry Super Australia chief executive, David Whiteley, points to inequities and cost of super tax concessions to high net worths....
Industry Super Australia chief executive, David Whiteley, points to inequities and cost of super tax concessions to high net worths....
Financial planning
Financial planners are being encouraged to show their worth, with new research showing Australia’s 4430,500 millionaires are willing to up their spending on advice....
Financial planning
Australia’s growing number of ultra-high net worth individuals (UHNWIs) will require financial advisors with generalist - not just investment - knowledge, a new report re...
Financial planning
Son succeeds father as CEO at Hewison Private Wealth....
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...