HNW

Financial planning

Two wealth managers focused on high and ultra-high-net-worth clients have announced a merger, with over 180 years of history between them....

Financial planning

Inheritance and estate planning remains the top unmet advice need for HNW investors, according to Praemium, with less than a quarter of those who expect to receive an inh...

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Financial planning

High net worth investors have decreased to 625,000 in 2022, according to a financial research firm, but their total assets have increased to $2.8 trillion....

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Financial planning

More than half of high net worth investors would welcome the ability to access and manage their entire investment portfolio digitally, according to an Investment Trends s...

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Funds management

Growth and longevity are the two main focuses for Australian and Asian family offices, according to a study conducted by KPMG and The Table Club....

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Financial planning

Over 80% of high net worth clients expect on-demand mobile access to digital information, but only around 50% of firms offer that, according to Netwealth....

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Financial planning

Not seeking advice, as well as a reliance on historical returns and a lack of diversification are the major investment mistakes made by millionaires, according to a surve...

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Financial planning

Australia has re-opened its doors to investment from high net worth migrants, according to wealth manager Atlas Advisors....

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Funds management

The Australian government needs to improve the significant investor visa scheme to help encourage greater investment into the nation, a fund manager for wealthy future Ch...

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People & Products

Charter Hall has announced the appointment of Miriam Patterson from Telstra Super to the newly created position of fund manager, Charter Hall Direct....

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Financial planning

HNW investors are increasingly looking to invest in alternative assets to generate stable and predictable yield, according to a report....

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Financial planning

Powerwrap has reported a record $8.1 billion in funds under administration, helped by a growing demand for independent platform support from breakaway adviser groups....

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Financial planning

A rise in India’s income tax surcharge is likely to spur demand for offshore investments, making tax advice more important for high net worth investors....

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Financial planning

The Asia-Pacific region has fuelled the global high net-worth investor population, but investors’ satisfaction with wealth management firms is low, according to new resea...

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Financial planning

Clime Investment Management has launched further into the planning space with Clime Private Wealth aimed squarely at high net worths....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

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Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

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A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

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A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....

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The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

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