high net worth

Financial planning

Financial planners call for better ETF education

An overwhelming majority of financial planners and brokers agree bond exchange traded funds (ETFs) need to be better explained before they are accepted, according to a su...

Financial planning

ATO focuses on high net worths

The Tax Commissioner has revealed just how many Australian high net worths are under scrutiny....

Financial planning

Macquarie Private Wealth expands national financial advice team

Macquarie Private Wealth has bolstered its advice team with the appointment of 19 new advisers across six of its state offices in the past six months....

People & Products

Ayres to head up Bank of Melbourne Private

Former National Australia Bank (NAB) financial planning executive Jonathan Ayres has moved to the newly established Bank of Melbourne to head up its private division....

Financial planning

Asia-Pacific HNW population now second biggest

The number of high net worth individuals in the Asia Pacific region grew almost 10 per cent to 3.3 million in 2010, exceeding Europe for the first time and now trailing j...

Financial planning

Perpetual focused on HNW financial advice; growth

Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...

Financial planning

Perpetual focused on HNW financial advice; growth

Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...

People & Products

Matthews Steer makes two senior appointments

Matthews Steer Chartered Accountants has announced a boost to its accounting and financial planning teams with two senior appointments....

Editorial

How much will the carbon tax cost responsible investors?

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

Editorial

How much will the carbon tax cost responsible investors?

The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...

People & Products

Omniwealth appoints new director

Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...

Financial planning

Active versus passive debate redundant for some financial planners

Financial planners with more than a hundred clients are not able to actively manage their portfolios, making the active versus passive debate redundant for this group, ac...