JBWERE

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...

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People & Products

Equity Trustees has expanded its asset management team with the appointment of Dilan Ashton as responsible investing lead....

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People & Products

Wealth manager JBWere has extended its virtual managed accounts agreement with Praemium for another two years. ...

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People & Products

Macquarie Investment Management has joined the OpenInvest online marketplace for self-directed investors....

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Superannuation

The OpenInvest online marketplace and platform has launched, with self-managed superannuation fund trustees the primary market. ...

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Financial planning

JBWere has become a full member of the industry body representing responsible, ethical and impact investors, the Responsible Investment Association Australasia (RIAA)....

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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 ...

2 months ago
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 ...

2 months 1 week ago
gonski

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

2 months 1 week ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

2 weeks 6 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

4 weeks 1 day ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

2 weeks 4 days ago