Technology

Technology Articles

Cybersecurity risks family enterprises and offices face during COVID-19

HELENA ROBERTSSON | Comments | FRIDAY, 18 SEP 2020

Cyberattacks are accelerating as criminals and other threat actors seek to exploit the disruption caused by the coronavirus (COVID-19) pandemic. Businesses have scrambled to implement sweeping remote ... Cyberattacks ... Read more

CRM systems and financial advice

DYLAN NAVRA | Comments | FRIDAY, 14 FEB 2020

Every adviser is acutely aware of their mounting administration burden. Not only do advisers have to provide sound advice, they must also show how and why they have provided it. To do this manually for ... Every ... Read more

Becoming a financial superwoman

ERIKA JONSSON | Comments | SUNDAY, 21 OCT 2018

We all hope that when we've finished our working life, we can retire in comfort. However, the reality for many people, especially women, is very different. While women's participation in the workplace ... We ... Read more

Automating The Family Office: Solutions for Enhanced Reporting

MARK WIGHTMAN | Comments | WEDNESDAY, 21 MAY 2014

Family offices, including both single family offices, as well as multi-family offices, offer a broad range of services to high net-worth individuals and families, ranging from financial and insurance ... Family ... Read more

Wealth Management in the Age of Technology

PHIL BANAS | Comments | TUESDAY, 4 JUN 2013

Wealth management in the age of the iPAD Here I am on a crowded commuter train travelling home from the city, crushed up against a fat guy (who is probably thinking the same thing), wondering whether ... Wealth ... Read more

Steps to Success: Technology Implementation and the Family Office

SEAMUS O'CONCHEANAINN | Comments | MONDAY, 15 OCT 2012

Managing director of Foxrock Consulting Seamus O Concheanainn looks at the steps needed to move towards the appropriate level of back office sophistication to meet functional needs. Managing ... Read more

A best practices guide to family office technology

CHRIS SCHMUTZ | Comments | FRIDAY, 18 MAY 2012

Family offices are a growing force in the international investment community. The number of ultra high net worth families around the world has proliferated as the wealthy in developed countries accumulated ... Family ... Read more

Latest News


Heine family sells Netwealth shares KANIKA SOOD The Heine family took advantage of Netwealth's strong results and buoyant share price yesterday to sell down about $76 million worth of shares in the company -- a tiny sliver of their expansive holding.	Morgan Stanley duo establishes advice boutique KANIKA SOOD Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.

Mixed results at Bjelke-Peterson estate sale ELIZABETH MCARTHUR A Lloyds auction of the estate of controversial former Queensland premier Joh Bjelke-Peterson produced mixed results.	US surpasses Asia Pacific for HNWI growth ELIZABETH MCARTHUR For the first time in eight years, more high net worth individuals (HNWI) emerged in North America than in the Asia Pacific region.

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Paddock to Pitt Street

ROBERT MILLNER
CHAIRMAN
CONTACT ASSET MANAGEMENT PTY LIMITED.

Robert Millner exercises immense influence in corporate Australia as the chair of Washington H. Soul Pattinson. He speaks to Kanika Sood about what's next for the business and how his family invests.

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Anna Hacker National Manager Australian Unity Personal Financial Services	Justin Tyler Director Daintree Capital	Mervin Reed Director Tasmanian Private Wealth Advisers	Simon Duckett Adviser Koda Capital
How to safeguard your estate	Positioning portfolios for a late cycle environment	The life insurance industry in Australia is in trouble	Ten investment lessons for non-profits (Part two)
If you live in New South Wales or have assets connected with that state, your estate can be susceptible to a notional challenge after you pass away. Writing ...	As Rudy Dornbusch said in 1997: "None of the U.S. expansions of the past 40 years died in bed of old age; every one was murdered by the Federal Reserve." ...	The Royal Commission's recommendation that life insurance sales should not be rewarded with a commission or a payment from the product provider to the ...	September 15 marked marked the 10th anniversary of the collapse of US investment bank Lehman Brothers and the onset of the Global Financial Crisis (GFC).
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