FINANCIAL PLANNING

INDUSTRY NEWS

Dealer Management Systems (DMS) has received a major boost with Count Financial signing up for its commission processing system....

INDUSTRY NEWS

Standard and Poor’s (S&P) has introduced new measures to improve the transparency around fund ratings placed ‘on hold’....

INDUSTRY NEWS

Commonwealth Bank/Colonial First State (CBA/CFS) has topped a list of “Super Star” performers in the platform space for 2005 based on research that considered a combinati...

INDUSTRY NEWS

Financial planners are threatening a boycott of Challenger products, after the collapse of one of the Packer-backed manager’s funds left clients with huge losses....

INDUSTRY NEWS

According to one researcher, every Australian financial planner uses about 2.5 platforms in their practice. Platforms were originally set up to provide the back-office su...

INDUSTRY NEWS

There are many different ways of viewing the Australian funds industry. In broad terms, there’s the total funds market and within that, there is the retail, wholesale and...

INDUSTRY NEWS

Nothing much has changed in the platform market during the past 12 months. The bigger platforms have got bigger, and there has been some rationalisation at the bottom end...

INDUSTRY NEWS

No platform provider is now without the ‘baby’ or ‘lite’ version of the full service wrap. In most cases, these ‘lite’ platforms have attracted substantial inflows withou...

INDUSTRY NEWS

IOOF has lifted its stake in dealer group Financial Partnership to 100 per cent as part of an ongoing effort to strengthen its retail distribution capacity....

INDUSTRY NEWS

ANZ has launched a new margin loan to add to its existing standard variable product, aimed at encouraging investors to diversify their portfolio of shares against which t...

INDUSTRY NEWS

Despite being a relatively new concept for Australian investors, structured products’ assets under management will increase threefold within the next three years, accordi...

INDUSTRY NEWS

ASFA has called on the Federal Government to use next week’s Budget to abolish the current age-based contributions limits applying to people under 50....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 3 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

1 week 3 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

3 weeks 4 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 weeks 1 day ago