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HIGH NET WORTH
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....
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....
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....
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...
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...
Financial planning
A senior and experienced cohort of financial planners are choosing to move away from expensive platforms. ...
Financial planning
High net worth clients are willing to pay well for scalable advice with their demands indicative of future advice and investment trends....
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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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...