COLONIAL FIRST STATE
Financial planning
IOOF's Pursuit platform has broken the dominance enjoyed by Colonial First State in the Wealth Insights Platform Service Level Survey....
Financial planning
Deborah Wixted takes a look at the Federal Budget changes to superannuation, taxation and social security and examines what it will mean for the clients of financial plan...
Funds management
Standard & Poor's Fund Services has released its ratings of the Australian equities large-cap income peer group, with BT the only manager to receive the highest rating....
Financial planning
As the end of the current financial year approaches, Craig Day provides SMSF trustees with some tax tips for the year end - along with the traps to avoid....
Financial planning
Aspect Diversified Futures Fund uses a sophisticated process to identify trends in both rising and falling markets and seeks to exploit them for profit. The fund, exclusi...
Tools & guides
Holding large value illiquid assets in a SMSF could prove problematic when a trust member dies. Deborah Wixted explains the obligations and options trustees and their fin...
Financial planning
Dealer groups are considering new platform arrangements in light of proposed reforms to existing payment structures....
Financial planning
Dealer groups owned by product providers will prosper while mid to large-scale independent planning groups may struggle to survive under financial advice industry reforms...
People & Products
Count Financial CEO Andrew Gale has taken a board seat after being formally appointed as managing director of the company....
People & Products
To meet the increasing demand from advisers for up-to-date economic briefings, Zurich Investments has appointed Hans Kunnen as a consultant market economist....
Financial planning
The Commonwealth Bank has sold the St Andrews insurance business to BOQ but retained the other wealth management elements....
Financial planning
CFS Custom Solutions has entered into a white label agreement to provide a platform solution for Guardian Financial Planning....
People & Products
Financial Wisdom appoints Macquarie's Mark Ballantyne to general manager role....
Financial planning
Deborah Wixted gives an update on employee share schemes and what the new rules mean for your clients....
Financial planning
One hundred members of the Association of Independently-Owned Financial Planners will be in Vietnam this weekend for the association's two-day annual conference....
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MARKET INSIGHTS
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...