While client referrals remain the biggest means of acquisition, wealth managers need to broaden their focus to beat the market, says GlobalData....
As part of a strategy to become a market leader in the high net worth client space, Macquarie said it would merge its private bank and private wealth businesses....
New research suggest advice firms could take a team approach to providing advice to high net worths amid data confirming that HNW use of planners is actually falling....
Robo-advisers are missing out on HNW assets that are placed in discretionary mandates, according to Verdict Financial....
Social media was a missed opportunity for more than one third of wealth managers, according to Verdict Financial....
With high net worth investors rejecting model portfolios, it was time for distribution teams to carry out effective segmentation through robust CRM systems to gain real i...
A new online platform has launched in Australia, which gives high net worth investors and early-stage companies increased tax incentives....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...