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Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Financial planning
Risk advisers can benefit from using research. But as Ross Kelly discovers, that’s not where the story ends....
Financial planning
The acquisition of Ipac is bringing about a sea change at AXA. John Wilkinson spoke to AXA’s Australian chief executive officer Andy Penn....
Financial planning
The AXA group has set itself an ambitious target to generate $1 billion worth of inflows into its new Generations master trust platform within 12 months....
Financial planning
The number of financial planners prepared to use three or more master trust or wrap platforms has more than doubled over the last year - and it could be a newer class of ...
Financial planning
Multi-manager Russell Investment Group has bulked up its presence in the eastern states with three new executive hires following its recent success in winning a spate of ...
Financial planning
Macquarie has won back to back flags in the 13th annual Assirt Research Service Level Awards, taking out both prizes for best platform provider and fund manager for the s...
Life/Risk
Australians are carrying a risk of uninsurance of more than 75 per cent, with women at greatest risk of not being able to meet financial obligations in the case of death ...
Financial planning
Platform provider Navigator today became the latest fund manager to roll-out its own Term Allocated Pension products ahead of law changes that will see the new income str...
Funds management
Research group Lonsec is remaining relatively up-beat about the future prospects of hedge fund investments, despite what it identifies as looming challenges for the secto...
Financial planning
Colonial First State has prevailed as the dominant force in the retail managed funds industry, despite registering a drop in inflows of $616 million for the year to date ...
Financial planning
Ipac Securities will receive around $9 million in scrip from its AXA Asia Pacific parent after passing its first target in terms of inflows as part of the agreement struc...
Financial planning
Craig Phillips talks to Colonial First State general manager distribution Richard Nunn about the changes to distribution strategy at CFS over the past year....
Editorial
Freedom and adventure are not usually associated with financial planning, but Western Pacific Financial Group finds a little of each goes a long way in building a dealers...
Financial planning
Invesco Australia has appointed former AXA Australia and New Zealand chief investment officer Mick O’Brien into a newly created director retail sales and marketing role....
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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...