The latest issue of Financial Standard now available as an e-newspaper
Westpac adviser sets up private wealth firmBY LAURA MILLAN | THURSDAY, 11 JUN 2015 11:50AM
A Westpac financial adviser has left the group to start his own private wealth firm, licensed under Securitor.
Read more: Westpac, Securitor, Integral Private Wealth, David Simon, Australians, BT Financial, Financial Planning, Financial Standard, Westpac Private Bank
|Sponsored by MLC Asset Management|
Find out why 44% of advisers are using managed accounts
Australian Ethical introduced a new high conviction fund to wholesale clients, investing in a range of sectors including local healthcare, renewables and technology stocks within the S&P ASX 300.
The super industry is calling for mandated consistency on portfolio holdings disclosure after it was recommended the Future Fund be exempt from disclosing commercially sensitive information.
Capstone Financial Planning has revoked the authorisation of Mark Babbage, the Victorian financial adviser jailed for breaching Western Australia's strict border restrictions to attend the AFL Grand Final.
Ellerston Capital will terminate the Morphic Global Opportunities Fund later this month as a result of dwindling funds under management.
|Brought to you by|