Lucia Appleby

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Financial planning

13 Aug

Clearing the path to straight through processing

The introduction of straight through processing for dealers and planners heralds a new era in client communication. Lucia Appleby reports....

Financial planning

13 Aug

SwimEC afloat at last

The SwimEC (Super, Wealth and Investment Management Electronic Commerce) industry initiative mounted by the Association of Superannuation Funds of Australia (ASFA), the I...

Financial planning

07 Jun

BT reports record inflows

BT Financial Group has announced record figures in terms of funds under administration (FUA) for both its super and wrap platforms....

Financial planning

21 May

FPA loses another senior staffer

The Financial Planning Association (FPA) is continuing its organisational restructure following the resignation and departure on Tuesday of senior executive Rohan Burges...

Financial planning

16 Apr

ASIC issues new FSR compliance guidelines

The Australian Securities and Investments Commission (ASIC) has issued five compliance guidelines to the market offering practical advice to operators of managed investme...

Financial planning

05 Apr

Snowball takes Asgard eWrap to 30

Snowball Group is set to launch a wrap offering to the market following it striking a deal with Asgard to badge the latter’s eWrap service....

Financial planning

05 Apr

Asgard adds LM to platform menu

Queensland-based international investment group, LM Investment Management has been added to Asgard Capital Management’s investment menu line-up....

Financial planning

01 Apr

Bodinnars makes nationwide growth push

Bodinnars Personal Financial Services is aiming to open up offices in each of the nation’s states by the end of the financial year and release a range of service packages...