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

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

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...

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

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

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

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

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

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

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...

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

Australia’s high net worth individuals are increasingly being offered 'one-size-fits-all’ solutions despite their diverse needs, a start-up wealth management firm believe...

Perpetual has recorded a significant jump in profits as its advice business undergoes a restructure and headcount losses....

SFG positions for growth based on convergence of planning and accounting....