05/30/2016

HNW investors value role of advisers

The Legg Mason 2016 Global Investment Survey revealed that a growing number of Australians are seeking financial advice and place a considerable amount of trust in that advice. Legg Mason surveyed 4,103 high net worth investors aged from 40 to 75 ("

05/24/2016

Segment or Die? Let Clients Decide

Segmentation. That wonderful human instinct of categorising, stratifying and ordering the world in ways that makes sense. But to whom does it make sense and why is it important (if at all)?

05/20/2016

The Rise Of Bionic Wealth

And herein lies the looming crisis for the industry: according to a 2015 report by PwC, asset attrition rates exceed 50% in intergenerational transfers of wealth.