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HIGH NET WORTH
Editorial
As part of their value-add, financial planners are increasingly putting in the time to build direct share portfolios for their clients. Are direct investments the new coo...
Funds management
Industry commentators have tried to outline an approach by which the boutique funds industry can avoid being sidelined by the rise in self-managed super funds (SMSFs) and...
Financial planning
Some investors want to "dip their toes" into the investment world by comparing their asset allocation and performance with those of their peers....
People & Products
Mark Smith has taken over from Nick Langton as group executive of Perpetual Private....
Financial planning
Many financial advisers are avoiding structured products in a bid to maintain simplicity, transparency and liquidity in their clients' portfolios....
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...
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....
Financial planning
Countplus has acquired a 25 per cent stake in South Australian professional services firm Hood Sweeney....
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...
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...
Superannuation
AMP will continue to grow its SMSF capabilities in the second half of 2012....
Financial planning
Mercer looks to points of difference to attract high net worths....
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 ...
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 ...
People & Products
MLC has appointed Jasia Fabig as head of practice management for MLC Advice Solutions and Godfrey Pembroke....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....