POWERED BY MOMENTUM MEDIA
WEALTH MANAGERS
People & Products
Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions....
Financial planning
A survey of Australian wealth managers has revealed fears around clients making compensation claims after failing to understand their risk suitability, with firms expecti...
Life/Risk
Fears of infection have seen a higher proportion of Australian high net worth investors seeking to buy life insurance cover, according to newly-released data....
Financial planning
Although the value of high net worth individuals increased globally in 2019, the COVID-19 pandemic is expected to have wiped a significant amount of those gains. ...
Financial planning
The proportion of high net-worth individuals is on the rise, and wealth managers must provide sound advice to capitalise on the rise of offshore wealth, according to Glob...
Funds management
Social media was a missed opportunity for more than one third of wealth managers, according to Verdict Financial....
Policy & Regulation
Despite German wealth managers fearing the loss of their market share to robo-advisers, a collaborative solution is still practicable, Verdict Financial said....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....