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HIGH NET WORTH
Financial planning
The search for high net worth clients is misguided and is in part based on the large fees and commissions planners can draw from them which reflects a present focus on bu...
Financial planning
Like many financial planners, Wilson HTM financial planner Sonja Tetzke prides herself on her ability to manage clients’ investments. However, the difference between Tetz...
Financial planning
ING will merge its nine distribution outlets into three dealer groups, with RetireInvest the only brand to retain its name and identity after the shakeup....
Financial planning
Australia’s first Separately Managed Accounts (SMA) product for the retail market, the Asgard SMA for shares offering, was officially launched by Sealcorp Holdings yester...
Financial planning
Investor Security Group (ISG) owner and director Robert Keavney will team up with Malcolm Turnbull to launch a new planning group aimed at the high net worth end of the m...
Financial planning
Financial services giant AMP will acquire PricewaterhouseCoopers’ financial planning division for an undisclosed amount, growing the business by 23 financial planners and...
Financial planning
Former JB Were private client adviser, partner and deputy manager Robert Fiani has joined the Macquarie Bank team as a director of Macquarie Financial Services....
Editorial
A vastly encompassing investment sector shrouded by an overhanging cloud of risk, emerging markets has experienced both peaks and sharp downturns in popularity over the y...
Financial planning
Ascalon Capital Managers, St George’s funds management incubator, has expanded its list of managers announcing the addition of a further two emerging managers to its pool...
Financial planning
Relationship management between high net worth individuals and their asset managers could be improved with technology and better skills, according to a recently released ...
Financial planning
Investor Security Group (ISG), the financial planning practice headed up by high profile planners Robert and Glenese Keavney, has returned to full independent ownership a...
Financial planning
The Charterbridge Davey dealer group has been sold off to Royal and Sun Alliance after collapsing into voluntary administration under the weight of multi-million dollar c...
Funds management
AXA Australia has become the latest fund manager to propel itself into the ever burgeoning multi-manager hedge fund scene with the launch of a global fund-of-hedge fund t...
Financial planning
High net worth client financial planning and dealer group Charterbridge Davey has shed its finance broking division and is planning to offload its property trust arm in a...
Financial planning
US financial planners could be in for an unexpected business uptake following the September 11 attacks as high net worth clients seek out professional advice in the wake ...
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Podcast
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...