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Liam Egan
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A Financial Planner Registration Board should be created to "protect consumers from Storm Financial and Westpoint-style losses", according to Puzzle Financial Advice dire...
Aviva Investors has moved the management of the international income component of its Australia-based Premier Fixed Income Fund offshore....
Some industry commentators are giving independent platform provider Powerwrap scant chance of success with the scheduled launch of its consolidated wrap offering this mon...
The consolidation of separately managed accounts into platforms represents a "quantum leap forward from conventional managed funds", according to Aviva Australia research...
Aviva Australia has appointed five fund managers to the separately managed account (SMA) facility it will launch on its Navigator platform in September....
ING’s Optimix has made several changes to its investment manager line up across its global shares, emerging markets and enhanced cash portfolios....
Client communication is the most critical determinant in achieving client loyalty and satisfaction, but research shows it is still being neglected by planners, according ...
Dealer group demand for Colonial First State Customs Solutions has justified its decision to bring the management of the tailored platform solution in-house, according to...
A growing number of enquiries from planners dissatisfied with the institution's percentage-based fee model has prompted dealer group/accountant firm MCA Financial Planner...
Changes to the foreign tax credit rules have made it easier for people investing overseas to gain tax benefits, according to William Buck tax manager David Martland....
Analysis by this author
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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...