wealth managers

People & Products

Finalists unveiled at first-ever Australian Wealth Management Awards

Over 260 finalists have qualified for the inaugural Australian Wealth Management Awards 2024. Money Management invites them to lodge their submissions....

Financial planning

Advisers expectant of risk suitability backlash

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

Data shows HNW’s panic-buying life cover

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

COVID-19 sees HNWI wealth decline

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

Advisers must do due diligence for HNWs

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

Wealth managers missing out on social media

Social media was a missed opportunity for more than one third of wealth managers, according to Verdict Financial....

Policy & Regulation

German robo-advice experience points to answers

Despite German wealth managers fearing the loss of their market share to robo-advisers, a collaborative solution is still practicable, Verdict Financial said....