POWERED BY MOMENTUM MEDIA
HIGH NET WORTH
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...
People & Products
Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...
Financial planning
Financial planners with more than a hundred clients are not able to actively manage their portfolios, making the active versus passive debate redundant for this group, ac...
Superannuation
An increase in SMSF gearing enquiries has prompted Multiport to launch a new product....
Funds management
SMSFs will lead a surge in demand for unlisted real estate assets in 2011 as property fundamentals continue to improve....
Editorial
This year promises to be interesting year for the entire financial services industry, writes Jim Minto....
Financial planning
Moustafa Fahour and two senior investment advisers from NAB will establish blue-ribbon services for ultra high-net-worth clients of Macquarie....
Financial planning
China and India are likely to lead HNWI growth in Asia Pacific, which is expected to grow faster than the global average of 7.1 per cent....
Financial planning
New platform for sophisticated investors....
Financial planning
Rabo Financial Advisors has grown its numbers through acquisition....
Financial planning
The major obstacle to Australia becoming a regional centre for funds management has been removed by the Senate’s passage of the New International Tax Arrangements (Manage...
People & Products
Private investment firm Investec Bank has snared Ernst & Young boss Brian Schwartz as its new chief executive officer, replacing Geoff Levy who becomes the chair-elect of...
Financial planning
Melbourne-based investment group Equity Trustees is continuing to build up its responsible entity division with the addition of alternative investment firm Vertex Capital...
Financial planning
Pengana Capital is yet to reach the $30 million cut-off for its scheduled mid-month listed investment company launch - Pengana Managers - despite the passing of its deadl...
Financial planning
AMP has launched the last of four customised Asgard eWrap accounts - WealthView eWrap - for its dealer group AMP Financial Planning....
Never miss the latest news and developments in wealth management industry
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....