HIGH NET WORTH
Superannuation
An increase in SMSF gearing enquiries has prompted Multiport to launch a new product....
Funds management
SMSFs will lead a surge in demand for unlisted real estate assets in 2011 as property fundamentals continue to improve....
Editorial
This year promises to be interesting year for the entire financial services industry, writes Jim Minto....
Financial planning
Moustafa Fahour and two senior investment advisers from NAB will establish blue-ribbon services for ultra high-net-worth clients of Macquarie....
Financial planning
China and India are likely to lead HNWI growth in Asia Pacific, which is expected to grow faster than the global average of 7.1 per cent....
Financial planning
New platform for sophisticated investors....
Financial planning
Rabo Financial Advisors has grown its numbers through acquisition....
Financial planning
The major obstacle to Australia becoming a regional centre for funds management has been removed by the Senate’s passage of the New International Tax Arrangements (Manage...
People & Products
Private investment firm Investec Bank has snared Ernst & Young boss Brian Schwartz as its new chief executive officer, replacing Geoff Levy who becomes the chair-elect of...
Financial planning
Melbourne-based investment group Equity Trustees is continuing to build up its responsible entity division with the addition of alternative investment firm Vertex Capital...
Financial planning
Pengana Capital is yet to reach the $30 million cut-off for its scheduled mid-month listed investment company launch - Pengana Managers - despite the passing of its deadl...
Financial planning
AMP has launched the last of four customised Asgard eWrap accounts - WealthView eWrap - for its dealer group AMP Financial Planning....
Financial planning
Deutsche Bank intends to boost its service offering to high net worth clients with the appointment of Anthony Fasso into a newly created role as a director within its Aus...
Financial planning
AMP Australian Financial Services yesterday rolled out Asgard eWraps to three of its four aligned dealer groups within two months of the groups striking a deal....
People & Products
Boutique financial planning group Centrestone Wealth Advisory has appointed ex-AMP executive Robyn Clubb as an associate adviser and to assist senior adviser Bruce Christ...
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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...