HIGH NET WORTH

Financial planning

The Challenger owned Garrisons Accounting Group has set its long-term sights on building its current national annual revenue of $27 million up to $200 million....

Financial planning

</B>Growing and mature planning businesses use one of three main ways to market their business according to industry consultant Carol Davis of Carol Davis & Associates. ...

Financial planning

Europeans are to be the dominant global investors in the next five years, according to HSBC head of European equities Chris Rice....

Financial planning

Macquarie Bank has introduced an individually managed account service into the Australian market, based on the popular United States wrap model....

Financial planning

The Victorian Government’s call for financial planning services for up to 100,000 public sector super members is the most prominent example of what is destined to become ...

Financial planning

Rothschild has signed up three managers for its Total Return Fund, a multi-manager alternative investment fund....

Financial planning

Dominic Alafaci has won the 2000 Money Management Financial Planner of the Year award after coming runner up for two years in succession. John Wilkinson asks Alafaci the ...

Financial planning

Accounting and financial planning consolidator Stockford has paid $10.3 million for Moneywise Financial Planning....

Financial planning

In a move to strengthen its private clients division, Investec has expanded its adviser team with a number of hand picked, high profile advisers according to head of priv...

Financial planning

By understanding trends in the industry over the past 12 months, TOM COLLINS believes advisers can be better prepared for the challenges that will face them over the comi...

Financial planning

After selling a 50 percent stake to Perpetual Trustees in 1997, Investor Security Group was able to free up back office functions while retaining independence to serve hi...

Financial planning

</B>Investor Security Group has always prided itself on its commitment to independence and integrity. Simon Segal asks ISG boss Rob Keavney how the stance has affected th...

Superannuation

The changing face of superannuation has opened new markets for planners to service. While small scale super has been an easy target, Chris Kelaher examines how planners c...

Funds management

Rothschild Australia Asset Management (RAAM) has announced plans to release an Australian based hedge fund on to the wholesale market....

Financial planning

AXA Australia is expected to complete the take-over of Alliance Capital Management in Australia this week....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months 1 week ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 6 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 4 days ago

A former Victorian financial adviser has been sentenced after stealing $4.4 million from clients, family and friends to feed his “raging gambling addiction”....

2 weeks 4 days ago