Powered by MOMENTUM MEDIA
moneymanagement logo
 

JBWERE

People & Products

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

People & Products

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

Superannuation

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

Financial planning

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

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....

Financial planning

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

Financial planning

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

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 3 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 3 days ago

So we are now underwriting criminal scams?...

6 months 4 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

3 days 17 hours ago