HIGH NET WORTH

Editorial

As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...

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Funds management

Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...

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Financial planning

Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

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People & Products

Mark Smith has taken over from Nick Langton as group executive of Perpetual Private....

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Financial planning

Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....

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Financial planning

In meeting their best interest duty, Russell Investments director of client investment strategies Scott Fletcher said financial advisers might have to go beyond third par...

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Superannuation

SMSFs are, by their very nature, tuned towards providing their members with income streams during retirement, according to John Wilson, head of PIMCO Australia....

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Financial planning

Countplus has acquired a 25 per cent stake in South Australian professional services firm Hood Sweeney....

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Financial planning

netwealth has launched an international securities offering which it says will provide access to certain securities listed on 10 approved global exchanges via the netweal...

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Financial planning

Investment house EC Pohl & Co has announced the acquisition of Pinnacle Private Equity, the latest investment venture of former Hyperion Asset Management managing directo...

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Superannuation

AMP will continue to grow its SMSF capabilities in the second half of 2012....

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Financial planning

Mercer looks to points of difference to attract high net worths....

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People & Products

Ahead of its plans to expand the group's presence in the high net worth (HNW) client space, Fitzpatricks Private Wealth has appointed Chris Cuffe and John McMurdo to its ...

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Financial planning

For the first time, the Asia Pacific region has recorded the largest high net worth population compared with any other region in the world, according to the World Health ...

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People & Products

MLC has appointed Jasia Fabig as head of practice management for MLC Advice Solutions and Godfrey Pembroke....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

JOHN GILLIES

Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...

1 day 4 hours ago
Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

5 days 23 hours ago
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...

1 week 6 days 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 2 weeks 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 1 week ago

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

9 months 2 weeks ago