AXA

Superannuation

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Financial planning

Retail managed funds have increased by 20.2 per cent from last year, to a total of $467.4 billion at the end of March, according to new Plan for Life research....

Superannuation

With the oldest of the baby-boomer generation now pushing 60, the Government is making a concerted push to keep older workers in the workforce to lessen the burden on the...

Financial planning

AMP posted a 29 per cent jump in net cash inflows to $2.66 billion in the March quarter, and is flagging the strong run to continue in the wake of today’s Federal Budget ...

Financial planning

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...

Financial planning

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...

Financial planning

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Financial planning

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Financial planning

Complaints by consumers against financial planners plummeted yet again in 2005 according to the industry’s chief complaints resolutions service, which has also just won a...

Superannuation

BT Financial Group has become the latest entrant into the self-managed superannuation administration market, launching a service to administer SMSF funds and small Austra...

Financial planning

Axa will expand its advice footprint by purchasing, through its ipac dealership, equity stakes held by advisers in South Australian-based independent business Portfolio P...

Superannuation

The Federal Opposition is calling for tougher regulation and clearer disclosure of SMSFs following the release of ATO figures on asset values and fees charged in SMSF acc...

Financial planning

The Financial Planning Association (FPA) is cracking down on conflicts of interest and the use of commissions to improve the profile of the industry, and increasingly con...

Superannuation

AXA has launched an alternative balanced fund for investors approaching retirement looking to draw down on their investments, which will be available to advisers through ...

Superannuation

AXA has revealed the features of its self-managed superannuation fund (SMSF) service as financial advisers begin to take over from accountants in setting up SMSFs....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 4 days ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

4 days 4 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

2 weeks ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

3 weeks ago
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