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HNW
Financial planning
Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...
Financial planning
High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....
Financial planning
More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends s...
Funds management
Growth and longevity are the two main focuses for Australian and Asian family offices, according to a study conducted by KPMG and The Table Club....
Financial planning
Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....
Financial planning
Not seeking advice, as well as a reliance on historical returns and a lack of diversification are the major investment mistakes made by millionaires, according to a surve...
Financial planning
Australia has re-opened its doors to investment from high net worth migrants, according to wealth manager Atlas Advisors....
Funds management
The Australian government needs to improve the significant investor visa scheme to help encourage greater investment into the nation, a fund manager for wealthy future Ch...
People & Products
Charter Hall has announced the appointment of Miriam Patterson from Telstra Super to the newly created position of fund manager, Charter Hall Direct....
Financial planning
HNW investors are increasingly looking to invest in alternative assets to generate stable and predictable yield, according to a report....
Financial planning
Powerwrap has reported a record $8.1 billion in funds under administration, helped by a growing demand for independent platform support from breakaway adviser groups....
Financial planning
A rise in India’s income tax surcharge is likely to spur demand for offshore investments, making tax advice more important for high net worth investors....
Financial planning
The Asia-Pacific region has fuelled the global high net-worth investor population, but investors’ satisfaction with wealth management firms is low, according to new resea...
Financial planning
Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....
Financial planning
The next generation will boost sustainable investing in the US, given that demand for such products is moderate at best as it stands. ...
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...