Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 31 - 40 of 66 results for "wealth management market"

MAX Preview: Beyond value of advice

MICHELLE BALTAZAR  |  THURSDAY, 12 JUN 2014
... businesses. According to the latest Rainmaker Information Financial Planning Report, the $1.8 trillion wealth management market is served by more than 17,800 individual financial advisers who work through 9,000 practices and 826 licensed adviser groups. ...

Funds market climbs 12.7% to $1.6tr

STAFF WRITERS  |  WEDNESDAY, 18 SEP 2013
... growth in FUM post-GFC, managed funds are continuing to struggle in the face of a restructuring retail wealth management market as the sector could only manage to lift its FUM by 3.9%, suggesting outflows from the $271 billion sector amounted to about ...

Rubik to focus on boutique financial planning

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... roadshow on the last week of July, Wilson explained. In May, the company said it would expand into the wealth management market after entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN Desktop) from ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
Global financial technology provider Rubik Financial Limited (Rubik) has further expanded into the wealth management market after entering into a binding agreement to acquire Visor Desktop financial planning software (formerly COIN Desktop) from Macquarie's ...

LGBT wealth management market worth $3trn

MARK SMITH  |  TUESDAY, 21 MAY 2013
The Lesbian, Gay, Bisexual and Transgender (LGBT) community represents a multi-trillion dollar opportunity for wealth managers and advisers, according to estimates from advisers specialising in the area. The campaign to legalise gay marriage in Australia ...

Govt could handcuff SMSFs

MARK SMITH  |  WEDNESDAY, 8 MAY 2013
... mitigated by successful efforts to woo SMSF members back to the safety of the professional advice and wealth management market. "Products like AMP's SuperIQ go some way towards addressing their [retail funds'] lack of exposure to the SMSF market by providing ...

Facebook users moving on

ALEX DUNNIN  |  TUESDAY, 23 APR 2013
Just as wealth management and superannuation marketers have begun adapting to social media platforms such as Facebook, signs are emerging that the consumer market may already be moving on. The Socialmedia Today forum in the US has just published an ...

AustEthical ready for business

ALEX DUNNIN  |  TUESDAY, 23 OCT 2012
... standards. It's understood that these changes were necessary to help the manager expand into the broader wealth management market to recapture former growth that once saw it the third largest ethical manager in its sector. Australian Ethical Investment ...

We'll hunt down commission 'work around': FSA

ALEX DUNNIN  |  FRIDAY, 12 OCT 2012
... around' fixes. Commissions and all payments from platforms to financial advisers will be banned in the UK wealth management market from end this year under a raft of reforms known as the Retail Distribution Review (RDR). The RDR is akin to Australia's ...

Non-aligned advisers driving new platforms

ALEX DUNNIN  |  THURSDAY, 11 OCT 2012
... one-third of the market shows that the advice market is arguably the most open and competitive part of the wealth management market," said Christopher Page, Rainmaker managing director. The largest non-institutionally owned groups are PIS, Sentry, Wealthsure ...