Former Goldman Sachs managing director, Andrew Rennie, would bring his 30 years of experience in financial services to his new role as chairman of the AreaWealth board. ...
Former global head of financial planning and analysis, James Raby, will take over as BlackRock’s head of wealth for the Asia Pacific region. ...
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....
The CEO of national advisory and wealth management firm, Fitzpatricks Private Wealth, will depart at the end of the month....
Women are accumulating less than three quarters of the wealth of men at the point of retirement, according to research, with the disparity increasing with career seniorit...
Improved performance and acquisitions are among Magellan’s priorities as it targets achieving more than $100 billion in the next five years and seeks to be the partner of...
The Ray White Group’s eight-year battle to break into the Australian financial advice market is over. How did it ultimately fail after so many years trying to succeed?...
As wages stagnate, Australia’s 1% has more than double the wealth of the bottom 50%, controlling 22.2% of the nation’s wealth....
The entry of the banks and the end of mutual structures in the Australian wealth and insurance sectors has been a disaster which may be capable of repair by returning to ...
Two of the major banks may have exited their wealth businesses and two more may be on their way out, but Mike Taylor writes that they have astutely kept the sweetest mors...
AMP Limited has taken a major step in selling down its life businesses in transactions which will translate to $3.45 billion....
BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....
Younger Australians are showing surprising levels of concern about retirement, with Roy Morgan finding that Generation Z is the most likely to ask friends and family for ...
The Commonwealth Bank is the most popular bank amongst the wealthiest 10 per cent of Australians, being the bank of choice for 36.7 per cent of those customers....
While Australian wealth is growing faster than debt, with Roy Morgan finding average net wealth was 30.5 per cent higher in 2017 than in 2007, the rich are getting richer...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...