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Financial planning
AMP is looking to increase the number of Horizons Academy recruitments, with at least five intakes planned for 2012....
Funds management
Funds under management/advice (FUM/A) for the combined retail and wholesale market dropped by 8 per cent in the 12 months to 31 December 2011, according to DEXX&R....
Life/Risk
Individual disability business increased 13.6 per cent to $408 million in 2011, while individual lump sum risk business climbed 10.5 per cent to $1.11 billion, according ...
Editorial
The popularity of cash products does not seem to revolve solely around investment sentiment anymore. Milana Pokrajac reports....
Editorial
In this excerpt from Lonsec’s Australian Equities Large Cap Sector review, Lin Ngin writes the last 12 months have seen unusual trends emerge in the Australian equities l...
People & Products
Wealth management group Equiti Private Wealth announced it has appointed two senior financial advisers in Gregory Fuzi and Peter Sheather....
Financial planning
AMP is helping AXA Financial Planning practices transition away from the AXA branding, a process which must be completed by March 2013....
Editorial
The financial services industry is slowly losing its recruitment drive as economic and regulatory uncertainties linger. However, while some find it difficult to grow, oth...
Financial planning
van Eyk has downgraded the AXA Wholesale Australian Equity Value Fund following the resignation of analyst Gates Moss from the fund's Australian manager, AllianceBernstei...
Financial planning
It is important when establishing a referral relationship between accountants and financial planners that they are properly matched - or there is the risk of the relation...
Financial planning
Since its establishment in February this year, MLC's retirement solutions team has grown to 10 people. Of those, eight were recruited straight from AXA....
Financial planning
Having completed a rebranding and a strategic repositioning, Guardian Advice enters 2012 with an ambitious plan to expand its financial adviser base over the next three y...
Superannuation
Colonial First State's radical revamp of its FirstChoice platform had the ambitious goal of putting an end to the "fruitless debate" surrounding the fees charged by indus...
Financial planning
All sectors of the retail financial services industry have had a tough September quarter, with overall funds under management (FUM) falling by $47 billion since June....
Financial planning
Industry consolidation, particularly involving large dealer groups, has the potential to shift large volumes of funds under management from current investment platforms i...
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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...