HIGH NET WORTH
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....
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...
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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...