HNW CLIENTS

Financial planning

Powerwrap has announced it has entered into an agreement with new wealth management boutique Emanuel Whybourne. ...

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Funds management

Investors concerned about the illiquidity of real assets should be reassured longer periods of investment could lead to higher returns as real assets are identified as th...

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People & Products

Financial advisory firm, Wilsons, has appointed two former Commonwealth Bank high-net-worth advisors to its private wealth advisory team. ...

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 1 week ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

2 weeks ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 week 3 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 week 2 days ago