HIGH NET WORTH CLIENTS

Financial planning

Platforms that already offer full functionalities are now opting to differentiate themselves based on specialisations and client segments, according to Recep Peker, as he...

Funds management

Investors concerned about the illiquidity of real assets should be reassured longer periods of investment could lead to higher returns as real assets are identified as th...

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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...

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Financial planning

Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....

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Funds management

Real Asset Management has launched multi-asset portfolios for high net worth clients and Asian investors....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 6 days ago