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

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

3 days 20 hours ago

It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...

3 weeks 1 day ago

increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...

4 weeks 1 day ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

2 weeks 3 days ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

2 days 18 hours ago

Pinnacle Investment Management has announced it will acquire strategic interests in two international fund managers for $142 million....

1 day 21 hours ago