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WEALTH MANAGERS
People & Products
Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions....
Financial planning
A survey of Australian wealth managers has revealed fears around clients making compensation claims after failing to understand their risk suitability, with firms expecti...
Life/Risk
Fears of infection have seen a higher proportion of Australian high net worth investors seeking to buy life insurance cover, according to newly-released data....
Financial planning
Although the value of high net worth individuals increased globally in 2019, the COVID-19 pandemic is expected to have wiped a significant amount of those gains. ...
Financial planning
The proportion of high net-worth individuals is on the rise, and wealth managers must provide sound advice to capitalise on the rise of offshore wealth, according to Glob...
Funds management
Social media was a missed opportunity for more than one third of wealth managers, according to Verdict Financial....
Policy & Regulation
Despite German wealth managers fearing the loss of their market share to robo-advisers, a collaborative solution is still practicable, Verdict Financial said....
MARKET INSIGHTS
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Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...