HIGH NET WORTH
Funds management
State Street Global Advisors (SSgA) has entered into a fund management joint venture with Chinese-based trust company Zhongrong International Trust....
Superannuation
Australian investors believe global markets will rise over the next year and are cooling in their outlooks for the domestic stock market, according to the inaugural Certi...
Funds management
More than half of Australian high net worth (HNW) investors expect global markets to rise over the next year, while cooling their outlook on the domestic front....
Policy & Regulation
ATO to ask individuals and advisers to explain offshore tax structures. ...
Financial planning
Generation X and Y high net worth clients require a different value proposition approach from financial advisers, according to Experience Wealth Advice managing director ...
Funds management
Bullish outlook for equities has sparked interest in tailored structured products, according to Instreet Investment Management managing director, George Lucas. ...
Funds management
New research suggests Aussie investors are increasing their exposure to global equities, but their appetite seems to be moving from East to West. ...
People & Products
Elders Financial Planning has appointed Albert Di Sabatino as regional manager, west, as it grows its presence in the Western Australia region....
Financial planning
After announcing the $32.2 million acquisition of Lachlan Partners late last week, SFG Australia has revealed it is in merger talks with another wealth management firm, W...
Financial planning
Investorfirst's stockbroking business is set to transfer to Wilson HTM by the end of February after the pair signed a binding agreement for the deal....
Financial planning
A pool of advisers and analysts will transfer from Investorfirst to Wilson HTM after the pair signed a non-binding agreement to share resources and promote core business ...
Financial planning
Melbourne-based accountancy firm Matthews Steer Chartered Accountants has announced the creation of a new wealth management division....
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...
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...
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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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...