WEALTH MANAGEMENT

Financial planning

There are almost 2 million Australian millionaires, UBS’ new report shows, with the proportion set to grow by a further 400,000 people by 2028....

Financial planning

As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...

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...

Financial planning

Financial advisers and wealth managers need to exceed their clients’ desires for personalisation, a new EY report writes, and the requirements for this will vary between ...

Funds management

There were 25 winners at the first-ever Australian Wealth Management Awards, held in Sydney tonight....

Financial planning

Over half of wealth management clients in Asia-Pacific say they are looking for more advice in investment and financial planning services, according to EY, and may switch...

Funds management

Perpetual has confirmed it is in exclusive talks with global investment company KKR regarding an acquisition of its corporate trust and wealth management businesses....

Funds management

Schroders Australia, ClearBridge and GAM have all made new hires in their distribution teams, focusing on wealth and financial advisers. ...

People & Products

The firm’s wealth management arm is welcoming an experienced corporate leader to its team....

People & Products

Allianz Retire+ has appointed Brendon Rodda from PIMCO as chief distribution officer for wealth management. ...

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...

People & Products

Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions....

People & Products

Money Management is pleased to launch a groundbreaking new conference that will set the stage for transformative change in wealth management....

Financial planning

Hyper-personalisation is among changes that wealth managers could be offering in 2024 as they embrace technology to benefit their clients. ...

Financial planning

National Australia Bank has announced two of its New Zealand-based subsidiaries will combine with Jarden Wealth to create a new wealth management entity with 113 financia...

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MARKET INSIGHTS

Noah Elshin

So much value destruction. And where is Board accountability? Will John Abernethy ever go to save the company?...

9 hours ago
Shareholder

Get rid of the rest of the old guard to clean up the culture, then you might have a chance....

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Ray Mitchell

The previous directors and managers of both Dixon Advisory and the ultimate holding company Evans and Partners should be...

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Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

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ASIC has obtained interim orders from the Federal Court to freeze the assets of a registered managed fund and prevent its former director from leaving Australia. ...

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The $280 billion Australian Retirement Trust is the first superannuation fund off the block to report its performance for the 2023-24 financial year....

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