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WEALTH MANAGEMENT
Financial planning
Momentum Media’s wealth publishing network – comprising InvestorDaily, ifa, SMSF Adviser, Money Management, and Super Review – is proud to launch the annual Australian We...
Financial planning
Investment information firm Equity Story has signed a binding heads of agreement to acquire South Australian financial advisory and stockbroker Baker Young for $4.2 milli...
Financial planning
Rather than taking a controlling approach, the latest generation of overseas private equity deals is helping advice firms to achieve their growth ambitions, three comment...
Funds management
The $673 billion global investment manager has appointed a former Zenith sales head as it seeks to expand its reach in the Australian wealth management market....
Funds management
Nearly half of wealth managers across the globe say offering access to private market funds is integral to their growth plans, Natixis Investment Managers has uncovered....
Financial planning
The Australian wealth manager is eyeing both inorganic and organic growth opportunities to hit 400 advisers and $100 billion in funds under advice....
Financial planning
Wealth technology platform HeirWealth has announced an integration with Class Super so advisers can link their accounts with the platform....
People & Products
Iress has made two appointments to its APAC wealth product and technology teams, one who joins from a superannuation fund and the second from accounting software platform...
Financial planning
Wealth managers have said they are experiencing difficulties in aligning their company’s in-house views with the ever-increasing needs of clients, according to MSCI. ...
Funds management
Perpetual has promoted an executive to the role of chief transformation officer as it enacts plans to sell its wealth management division....
Financial planning
The number of Australian individuals with more than US$10 million in assets has passed 42,000, rising by 3.9 per cent over the past year....
Funds management
‘Ineffective sales methods’ have been cited as the largest barrier to private market investment by APAC wealth managers, according to MSCI, greater than the products’ ill...
Financial planning
Large wealth management players are increasingly taking an opportunistic approach to their M&A deals rather than a strategic one, while a fear of missing out is driving s...
Financial planning
More than $2 billion in investment activity was recorded for Australian fintech firms last year, according to KPMG, with the GDG/Lonsec acquisition proving to be a notabl...
Financial planning
As Viola Private Wealth continues on its growth trajectory, the wealth management firm has appointed a seasoned investment professional to be its first chief investment o...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...