PRIVATE WEALTH

Financial planning

A Perth private wealth firm has expanded to take advantage of the demand for advice in regional Western Australia, driven by rising land values and intergenerational weal...

Financial planning

Advisers needs are not being met given the mass exodus of institutional licensees but advisers are not looking for solutions that re-create what once was but better solut...

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Funds management

Integrated Portfolio Solutions has announced its funds under administration have exceeded $5 billion thanks to strong flows from family offices and investment advisers....

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Financial planning

Institutional investment consultancy, Jana, has announced an expansion into the retail market with the provision of managed account services to financial advice and priva...

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Financial planning

Westpac’s advice business was a loss-maker and the big banking group is already estimating the dollar benefits of divestment....

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Financial planning

Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....

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People & Products

Financial advisory firm, Wilsons, has appointed two former Commonwealth Bank high-net-worth advisors to its private wealth advisory team. ...

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Financial planning

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....

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People & Products

Shaw and Partners grows planning team and appoints new Victorian state manager....

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MARKET INSIGHTS

Old Fella

Of course a survey commissioned by an adviser coaching business would find that having an external business coach is a k...

15 hours 53 minutes ago
One foot out the door

A financial planner is expected to earn between $95,000 and $120,000 per year, depending on the state. Really? I don't...

1 day 1 hour ago
JOHN GILLIES

The whole thing is a bit frightening especially the last note where notes on what might be done could result in the need...

1 day 22 hours ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

1 week 6 days ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

4 weeks ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week ago