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ULTRA HIGH NET WORTH

Financial planning

Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...

Funds management

Global wealth declined last year for the first time since the GFC and Australia experienced the fourth-highest losses behind the US, Japan and the UK, according to resear...

Financial planning

Almost two-thirds of Australian ultra high-net worth individuals are expecting their wealth to rise this year despite rising inflation and interest rates, significantly h...

Expert Analysis

Adrian Frinsdorf explains how wealth advisers can tailor a portfolio for ultra high net worth investors and how their needs differ. ...

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MARKET INSIGHTS

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

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

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So we are now underwriting criminal scams?...

6 months 3 weeks ago

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

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As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

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