HIGH NET WORTH
Financial planning
Macquarie Wrap Solutions has struck a deal with van Eyk Research to utilise the latter’s Blueprint series of funds across its two platforms - the high net worth Macquarie...
Financial planning
If you’re serious about attracting high-net-worth clients, you need to focus on qualified leads says Justin Brooks....
Financial planning
The search for high net worth clients is misguided and is in part based on the large fees and commissions planners can draw from them which reflects a present focus on bu...
Financial planning
Like many financial planners, Wilson HTM financial planner Sonja Tetzke prides herself on her ability to manage clients’ investments. However, the difference between Tetz...
Financial planning
ING will merge its nine distribution outlets into three dealer groups, with RetireInvest the only brand to retain its name and identity after the shakeup....
Financial planning
Australia’s first Separately Managed Accounts (SMA) product for the retail market, the Asgard SMA for shares offering, was officially launched by Sealcorp Holdings yester...
Financial planning
Investor Security Group (ISG) owner and director Robert Keavney will team up with Malcolm Turnbull to launch a new planning group aimed at the high net worth end of the m...
Financial planning
Financial services giant AMP will acquire PricewaterhouseCoopers’ financial planning division for an undisclosed amount, growing the business by 23 financial planners and...
Financial planning
Former JB Were private client adviser, partner and deputy manager Robert Fiani has joined the Macquarie Bank team as a director of Macquarie Financial Services....
Editorial
A vastly encompassing investment sector shrouded by an overhanging cloud of risk, emerging markets has experienced both peaks and sharp downturns in popularity over the y...
Financial planning
Ascalon Capital Managers, St George’s funds management incubator, has expanded its list of managers announcing the addition of a further two emerging managers to its pool...
Financial planning
Relationship management between high net worth individuals and their asset managers could be improved with technology and better skills, according to a recently released ...
Financial planning
Investor Security Group (ISG), the financial planning practice headed up by high profile planners Robert and Glenese Keavney, has returned to full independent ownership a...
Financial planning
The Charterbridge Davey dealer group has been sold off to Royal and Sun Alliance after collapsing into voluntary administration under the weight of multi-million dollar c...
Funds management
AXA Australia has become the latest fund manager to propel itself into the ever burgeoning multi-manager hedge fund scene with the launch of a global fund-of-hedge fund t...
Never miss the latest news and developments in wealth management industry
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...