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...

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...

Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....

Mark Smith has taken over from Nick Langton as group executive of Perpetual Private....

Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....

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...

SMSFs are, by their very nature, tuned towards providing their members with income streams during retirement, according to John Wilson, head of PIMCO Australia....

Countplus has acquired a 25 per cent stake in South Australian professional services firm Hood Sweeney....

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...

Investment house EC Pohl & Co has announced the acquisition of Pinnacle Private Equity, the latest investment venture of former Hyperion Asset Management managing directo...

AMP will continue to grow its SMSF capabilities in the second half of 2012....

Mercer looks to points of difference to attract high net worths....

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 ...

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 ...