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HIGH NET WORTH
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....
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...
Financial planning
Traditional segmentation is not tailored to suit clients' objectives, according to Perpetual's general manager for private client advice, Nick Langton....
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....
People & Products
Private Portfolio Managers (PPM) has announced the appointment of Andrew Beirne as a portfolio manager....
People & Products
Plan B has appointed a new BDM as part of the company's strategy to grow its executive advisory offering....
Editorial
Multi-manager funds might have done well on the inflows front, but the dispersion between returns across the sector has been at its widest for a number of years. This cou...
Financial planning
When selling a financial planning practice, the handover period is crucial and it is advantageous for the vendor to remain in the business for a period of 12 months or mo...
People & Products
Henderson Maxwell senior planner Andrew Zbik will take over as senior financial planner at Omniwealth....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...