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Financial planning
The BT Financial Group has struck a deal with six dealer groups renewing agreements to provide them with its wrap platform for a period of five years....
Financial planning
Equity Trustees has licensed wealth management software provider Syscorp’s Complete Financial Services platform (CFS) to administer its financial services offerings....
Financial planning
Perpetual Trustees has lost another of its senior executives following the resignation today of Personal Financial Services group executive, Rohan Mead....
Financial planning
Credit Suisse Asset Management (CSAM) is to make a decisive push into the Asian market by opening an office in Hong Kong and revealing a new distribution strategy for the...
Financial planning
Australia has overtaken Italy when measured by total managed fund assets, putting it in fourth place worldwide behind the United States, France and Luxembourg....
Financial planning
Deutsche Asset Management has announced the head of DB Real Estate Mark Ford will retire due to ill-health, with former Westfield Holdings funds management head Victor Ho...
Financial planning
Platinum Asset Management and Macquarie Wrap Solutions have resolved a brief but public dispute after Platinum moved to withdraw its funds from the latter’s platform inve...
Financial planning
Fund managers accepting deposits or funds from the public will be slugged with additional costs and increased compliance demands if new international due diligence guidel...
Financial planning
The CARM group has struck a deal to integrate its goals-based financial planning software with hub provider InvestmentLink’s e-Portfolio service to provide a new complian...
Financial planning
AMP Limited has cleared one of the final hurdles to the demerger of its Australian and UK operations, following receipt today of ‘in principle’ approval from the Australi...
Financial planning
Less than stellar investment returns over the past two years have reignited the industry superannuation fund versus retail fund fee debate. Craig Phillips reports....
Superannuation
Australia’s best-performing super funds recently have been those with a higher than average allocation towards property and minimal exposure to international equities, wr...
Superannuation
With all the attention self-managed superannuation funds are attracting from the Australian Taxation Office, are your clients really better off running their own fund? Be...
Superannuation
Financial advisers do not need to gain extra qualifications to advise on self-managed super funds (SMSFs), apart from the requirements of the Financial Services Reform Ac...
Financial planning
The Financial Planning Association (FPA) has announced the appointment of Kerrie Kelly as its new chief executive....
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Podcast
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...