Over a quarter of HNWIs have doubts about adviser expertise
Collectively valued at just under $3 trillion in assets, high-net-worth investors represent one of the most lucrative client markets for advisers, but according to research from Investment Trends and Praemium, just over a quarter don’t have the confidence in adviser expertise.
September 18, 2023
CFA Institute launches private markets and alternatives certificate
The CFA Institute has launched a private markets and alternative investments certificate.
September 18, 2023
PGIM, Point Capital expand Australian rental portfolio
PGIM Real Estate and Point Capital have already purchased two properties since entering a joint venture to develop a portfolio of residential properties for rent in Australia.
September 18, 2023
ClearView appoints chief of staff
Life insurance company ClearView Wealth has appointed Sharon Leong as chief of staff.
September 18, 2023
‘Less is more’: Re-building the SOA
With the government expected to consult on the future of the Statement of Advice later this year, advisers have shared their perspectives on what they believe an ideal document should look like.
September 15, 2023
Almost three-quarters pass August adviser exam
Almost three-quarters of candidates sitting the August adviser have passed, according to results from ASIC.
September 15, 2023
Client portal access shifting from browsers to smartphones
Digital portal provider Myprosperity has seen a shift in how clients access information via smartphone versus computer. Since the start of the COVID-19 pandemic, user behaviour has transitioned to embracing the age of the smartphone app.
September 15, 2023
ASFA, ISA welcome passage of housing fund legislation
The Association of Superannuation Funds of Australia and Industry Super Australia have welcomed the passage of the Housing Australia Future Fund (HAFF) legislation, with the support of the Greens and crossbench senators and members.
September 14, 2023
Former ipac adviser teams up with TWD to give advice without borders
Now based in Switzerland, former ipac adviser Patrick Canion has teamed up with The Wealth Designers to continue to serve Australian clients from the other side of the world. The pairing allows Canion to continue to advise Australian clients, while Perth-based TWD gains a value-added service for its wealthiest family and individual private clients.
September 14, 2023
Aware Super launches adviser portal
Industry fund Aware Super has launched its client portal to help independent financial advisers (IFAs) interact with the fund.
September 14, 2023
AMP, BT heads join FSC board
The Financial Services Council has appointed AMP chief executive Alexis George and BT Financial Group CEO Matt Rady to its board.
September 14, 2023
