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FAMILY OFFICE
Financial planning
Financial advisers have a unique opportunity to consult and support the growing family office space as they look to mature and utilise complex investment strategies. ...
Financial planning
Sequoia Financial Group has launched a family office business and acquired client books of Macro Investment Advisory. ...
People & Products
Cloud software provider Class has signed an agreement with wealth accounting group Findex to provide a trust accounting solution for Findex’s family office clients....
People & Products
Matt Wacher has been appointed as chief investment officer for Morningstar Investment Management, Asia Pacific, effective from late January, with Andrew Lill moving to Ch...
Financial planning
Findex advisers will now act as a single point of contact and provide clients access to an expanded suite of services....
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MARKET INSIGHTS
Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...