HIGH NET WORTH

Funds management

Rothschild Australia Asset Management (RAAM) has announced plans to release an Australian based hedge fund on to the wholesale market....

Financial planning

AXA Australia is expected to complete the take-over of Alliance Capital Management in Australia this week....

Financial planning

Australia's first listed accountancy and financial services group Harts Australasia has purchased leading trustee and portfolio management group Cardinal Financial Securi...

Financial planning

No I don’t have a complaints handing system in my business and I do need to do something about putting one in place....

Financial planning

The Strategist Group recently sat down and documented more than 100 different strategies that financial planners may implement when dealing with clients that have put in ...

Financial planning

Challenger International is looking to join Colonial First State in the hot managed investments market of biotechnology with the intention to raise up to $40 million thro...

Financial planning

News that BHP offshoot OneSteel is to outsource its superannuation has sent rip-ples of excitement through the financial services industry....

Financial planning

FINANCIAL PLANNERS Location: Professional financial planning practice, Perth Description: Financial planners with varied skills and areas of expertise required for innova...

Financial planning

Advisers should not sail too close to the wind when it comes to tax planning. At least that is the opinion of Kenneths Group director John Day who says it is im-portant ...

Financial planning

Investec Australia is set to ramp up its private banking and advisory services with the addition of Ord Minnett Investment Planning chief executive officer and di-rector ...

Financial planning

It seems the world’s richest are about to get a whole lot richer, which can only be good news for financial planners focussing on high net worth individuals....

Financial planning

It seems the world’s richest are about to get a whole lot richer, which can only be good news for financial planners focussing on high net worth individuals....

Financial planning

Australian Unity is launching a major TV campaign as part of a push to lift its brand awareness, says General Manager, Financial Services, Craig Dunstan....

Superannuation

The retiree market remains one of the truly lucrative avenues for financial planners to direct their businesses....

Superannuation

The retiree market remains one of the truly lucrative avenues for financial planners to direct their businesses....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago