JBWERE

People & Products

Wealth manager JBWere has extended its virtual managed accounts agreement with Praemium for another two years. ...

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People & Products

Macquarie Investment Management has joined the OpenInvest online marketplace for self-directed investors....

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Superannuation

The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...

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Financial planning

JBWere has become a full member of the industry body representing responsible, ethical and impact investors, the Responsible Investment Association Australasia (RIAA)....

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People & Products

JBWere has put aside its internal system and chosen to move to Praemium’s V-Wrap, with the agreement’s potential annual value sitting at around $1 million....

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Financial planning

JBWere’s new remuneration model for advisers, which reduces reliance on grid commissions, has been welcomed by the SAA....

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Financial planning

NAB restructures to create NAB Private to enable better servicing of high net worth clients....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 2 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

2 days 23 hours ago

ASIC has issued a warning to financial advisers to ensure they are complying with client consent requirements when entering into ongoing fee arrangements....

1 week 1 day ago