HIGH NET WORTH
People & Products
Mark Smith has taken over from Nick Langton as group executive of Perpetual Private....
Financial planning
Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....
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...
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....
Financial planning
Countplus has acquired a 25 per cent stake in South Australian professional services firm Hood Sweeney....
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...
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...
Superannuation
AMP will continue to grow its SMSF capabilities in the second half of 2012....
Financial planning
Mercer looks to points of difference to attract high net worths....
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 ...
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 ...
People & Products
MLC has appointed Jasia Fabig as head of practice management for MLC Advice Solutions and Godfrey Pembroke....
Financial planning
Product providers are turning to software solutions to help them get new investment products to the market ahead of legislative changes, according to Bravura Solutions he...
Financial planning
Traditional segmentation is not tailored to suit clients' objectives, according to Perpetual's general manager for private client advice, Nick Langton....
Financial planning
New research suggests the Eurozone crisis has accelerated the use of mobile apps to help financial advisers stay close to their high net worth clients....
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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...