09:50 AM | One hundred members of the Association of Independently-Owned Financial Planners will be in Vietnam this weekend for the association's two-day annual conference.
16 February 2010 | Westpac Group believes the worst may be behind it, registering a stronger quarter with growth across home lending and on the BT Wrap and Asgard platforms.
1 February 2010 | While much of the debate around NAB/MLC’s acquisition of AXA Asia Pacific has focused on who controls which dealer group, Mike Taylor argues that control of the platforms represents a much
bigger issue.
28 January 2010 | Control of the Australian platform market has nearly halved in the past four years to be dominated by three of the nation's big four banks, a situation that would be exacerbated if the ACCC approves NAB's bid for AXA Asia Pacific.
7 December 2009 | To be succeeded by former Westpac New Zealand chief executive Brad Cooper, with Coombe taking up a group executive role in Westpac’s retail and banking business.
30 June 2009 | The client of a Securitor financial planner has detailed his adviser's struggle with Colonial Geared Investments in the second half of last year to provide the appropriate information regarding his investments.
10 June 2009 | CBRE providing investment services for fund; financial crisis creating opportunities for investors.
4 February 2009 | Loosmore replaces Hooper as wealth management CFO.
13 May 2008 | Move a response to market volatility
18 April 2008 | Fund manager removed from preferred partners program.
7 March 2008 | Strategic alliance renewed.
5 February 2008 | Cash investments rise in popularity stakes.
4 October 2007 | The dealer group re-brands in a bid to fast-track growth ambitions.
26 June 2006 | The Mariner Wholesale Mortgage Trust is now available through Asgard Wealth Solution’s highly acclaimed master trust and e-wrap platforms.
23 June 2006 | Asgard Wealth Solutions and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as being the best platform provider and fund manager respectively.
15 June 2006 | Asgard and Macquarie have come out on top in this year’s Assirt/Wealth Insights Service Level Survey, voted by financial planners as the best platform provider and fund manager respectively.
7 June 2001 | Sealcorp has indicated it will proceed with an ambitious schedule of adviser training, product rollouts and enhancements and technology developments over the next 12 months.
7 June 2001 | Sealcorp will begin to rebate fees to clients who have investments placed through the Asgard master trust according to Sealcorp chief executive Ian Knox.
8 May 2001 | Sealcorp has dumped Colonial First State and taken on Lumley Life as life insurance provider for the massive Asgard master trust.
4 May 2001 | William M Mercer has badged the Asgard master trust for use by its 50 financial planners.
12 March 2001 | Ethical investment is about to receive a shot in the arm care of some of the biggest names in retail financial services.
25 October 2000 | Caroline Saunders has moved into the newly created position of investments and insurance director at Sealcorp.
8 June 2000 | Sealcorp has rolled out extensive changes to its adviserNET service including free access to the e-commerce site for financial planners.
8 June 2000 | Hartley Poynton is to spin off its e-commerce division and relaunch it as a provider of e-commerce and outsourcing solutions for financial services groups.
5 April 2000 | William M Mercer has signed Sealcorp to provide the back office administration for its new portfolio management service.