HIGH NET WORTH

Financial planning

In meeting their best interest duty, Russell Investments director of client investment strategies Scott Fletcher said financial advisers might have to go beyond third par...

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Superannuation

SMSFs are, by their very nature, tuned towards providing their members with income streams during retirement, according to John Wilson, head of PIMCO Australia....

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Financial planning

Countplus has acquired a 25 per cent stake in South Australian professional services firm Hood Sweeney....

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Financial planning

netwealth has launched an international securities offering which it says will provide access to certain securities listed on 10 approved global exchanges via the netweal...

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Financial planning

Investment house EC Pohl & Co has announced the acquisition of Pinnacle Private Equity, the latest investment venture of former Hyperion Asset Management managing directo...

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Superannuation

AMP will continue to grow its SMSF capabilities in the second half of 2012....

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Financial planning

Mercer looks to points of difference to attract high net worths....

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People & Products

Ahead of its plans to expand the group's presence in the high net worth (HNW) client space, Fitzpatricks Private Wealth has appointed Chris Cuffe and John McMurdo to its ...

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Financial planning

For the first time, the Asia Pacific region has recorded the largest high net worth population compared with any other region in the world, according to the World Health ...

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People & Products

MLC has appointed Jasia Fabig as head of practice management for MLC Advice Solutions and Godfrey Pembroke....

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Financial planning

Product providers are turning to software solutions to help them get new investment products to the market ahead of legislative changes, according to Bravura Solutions he...

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Financial planning

Traditional segmentation is not tailored to suit clients' objectives, according to Perpetual's general manager for private client advice, Nick Langton....

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Financial planning

New research suggests the Eurozone crisis has accelerated the use of mobile apps to help financial advisers stay close to their high net worth clients....

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People & Products

Private Portfolio Managers (PPM) has announced the appointment of Andrew Beirne as a portfolio manager....

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People & Products

Plan B has appointed a new BDM as part of the company's strategy to grow its executive advisory offering....

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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