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Where is the wealth management industry placed and where is it going next year?

Where is the wealth management industry placed and where is it going next year?

22 December 2011

Darren Stevens As we approach the end of the year, it’s time to take stock of the major ‘flavours’ of 2011 and assess the industry’s position for the year to come. Perhaps the biggest theme of the past year was global market uncertainty. From a fintech perspective, this created renewed interest in technology solutions to deliver heightened... MORE

Don’t consolidate away my insurance policy!

Don’t consolidate away my insurance policy!

9 December 2011

Colin Russell ASFA estimates there are around 14 million people in Australia holding superannuation accounts; however, there is more than double this number of accounts sitting with funds. The average ratio of accounts to people in Australia is over two to one. Measures are planned to auto-consolidate these accounts and reduce the number of lost accounts. These... MORE