HNWI

Financial planning

More high net worth individuals were using advisers but there was still pressure on advisers to demonstrate value to a group that doubts adviser expertise....

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Financial planning

Money from non-resident angel investors is set to fuel India’s thriving IT industry, as the nation’s proportions of HNWIs soars in the coming years....

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Financial planning

Australia’s Big Four Banks are failing to maximise their share of high net worth individuals’ (HNWIs’) wallets, despite consumer satisfaction levels being at a record hig...

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Financial planning

Wealthy Australian investors have high levels of confidence in their advisers, according to a report from Capgemini/RBC....

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Never miss the latest news and developments in wealth management industry

Aware one

It is very worrying that Stephen Jones and the Labor government are now trying to limit the access retirees have to thei...

14 hours 35 minutes ago
Aware one

Let's face it, recruitment numbers are down because the government, and their bureaucrats, have made this a dying indust...

14 hours ago
Fed-up

Phil Anderson is pure gold....

18 hours 29 minutes ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months ago