POWERED BY MOMENTUM MEDIA
JBWERE
Financial planning
Wealth advisory firm JBWere has hired two individuals from Perpetual, focused on high-net-worth advisory clients....
People & Products
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management. ...
Funds management
Chief executive Maria Lykouras is set to exit JBWere as the bank confirms it is “evolving” its operations for high-net-worth clients....
Financial planning
JBWere Australia CEO, Maria Lykouras, and a female financial adviser have underscored how advice practices can better service female clients from communication and trust ...
Financial planning
Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth “tsunami”, particularly for women who are most likely to be a beneficiar...
Financial planning
While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have sim...
Financial planning
Innovation might be an opportunity cost borne by Australia’s regulatory environment, however some consumers may place more value in the human element of advice, according...
People & Products
JBWere has appointed Cathryn Carver as chair, replacing Michael Saadie....
Financial planning
Professional year candidates should be self-motivated and both them and their supervisors need to understand it could take far longer than one year, according to panellis...
Funds management
Reflecting on the seemingly slow pace of innovation in Australia’s financial services sector, panellists at the SIAA conference have warned foreign entrants could bring a...
People & Products
A former Olympic medallist with over 18 years of experience in financial services has been appointed head of private wealth at the national wealth management group. ...
People & Products
The wealth management group has hired two new advisers, Steven Marino and Dylan Viney, to its expanding private wealth business. ...
Financial planning
The lack of industry standards is making it difficult for advisers to consider the responsible investment element of their clients’ portfolio, particularly outside of lis...
People & Products
Equity Trustees has expanded its asset management team with the appointment of Dilan Ashton as responsible investing lead....
People & Products
Wealth manager JBWere has extended its virtual managed accounts agreement with Praemium for another two years. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...