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HIGH NET WORTH
Policy & Regulation
FOFA reforms will dent the growth of the personal superannuation and allocated pension markets, but the self-managed, industry super fund and employer sponsored sectors w...
People & Products
FMD Financial has announced its successful merger with FMD Group member Reynolds Williams and Associates and the appointment of former Perpetual Private Wealth executive ...
Superannuation
The use of more hands-on, low-cost administration services can lower the balance threshold of where an SMSF becomes economic to the low $100,000s, according to Sharesight...
Financial planning
Fee-for-service financial advisers will be more likely to find value in unbundling services rather than using an all-in-one wrap, according to Sharesight executive direct...
Financial planning
The current round of reforms attempt to manage conflicts of interest in the industry, but they won't be eliminated unless there is a structural separation of product and ...
Financial planning
Australian financial services companies will have an opportunity to access Asian investors at the fifth Asian Financial Forum in Hong Kong....
Financial planning
An overwhelming majority of financial planners and brokers agree bond exchange traded funds (ETFs) need to be better explained before they are accepted, according to a su...
Financial planning
The Tax Commissioner has revealed just how many Australian high net worths are under scrutiny....
Financial planning
Macquarie Private Wealth has bolstered its advice team with the appointment of 19 new advisers across six of its state offices in the past six months....
People & Products
Former National Australia Bank (NAB) financial planning executive Jonathan Ayres has moved to the newly established Bank of Melbourne to head up its private division....
Financial planning
The number of high net worth individuals in the Asia Pacific region grew almost 10 per cent to 3.3 million in 2010, exceeding Europe for the first time and now trailing j...
Financial planning
Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...
Financial planning
Outsourcing platform administration to Macquarie will help Perpetual to increase its focus on high net worth clients and increase its scale and capabilities, according to...
People & Products
Matthews Steer Chartered Accountants has announced a boost to its accounting and financial planning teams with two senior appointments....
Editorial
The debate around responsible investments has become charged by the controversial and highly discussed carbon tax. However, Janine Mace finds this will not negatively imp...
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MARKET INSIGHTS
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....