HIGH NET WORTH

Financial planning

Former NAB Wealth and MLC chief executive Steve Tucker has launched a new private wealth management firm in partnership with former JBWere chief executive Paul Heath....

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Financial planning

More high net worth individuals are seeking advice and are willing to pay for specialised services with many choosing to work with a single advice provider....

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Editorial

With regulatory change shining a spotlight on fees, platform providers are under increased pressure to justify their value. Perhaps innovation is the key to retaining adv...

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Funds management

Demand for international assets took a beating in August 2014 by two per cent but high net worth (HNW) investors are bucking this trend...

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Financial planning

A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...

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Financial planning

High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....

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Financial planning

Planners working with high net worth clients need to be across their full financial picture to avoid losing control according to the head of a family office advice busine...

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People & Products

State Street Global Advisors (SSgA) has appointed James MacNevin as the head of its intermediary business group Asia Pacific. ...

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Financial planning

The Institute of Managed Account Providers will be telling planners about their options in a national roadshow starting in June. ...

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Funds management

Colonial First State launches the group’s first Separately Managed Account to be offered through a Commonwealth Bank-owned advice group....

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Financial planning

Australian venture capital specialist OneVentures has launched another fund — the OneVentures Innovation and Growth Fund II....

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Financial planning

High net worth investor numbers invest a third of collective assets via self-managed superannuation funds (SMSF)....

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Editorial

Perpetual posts strong first half and justifies Trust Company acquisition....

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Financial planning

PM CAPITAL has announced that the proposed ASX listing of its Global Opportunities Fund has exceeded its minimum target of $50 million following a national roadshow proce...

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Financial planning

Investors belonging to particular age groups are more satisfied with their financial planners than others....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 5 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 5 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago