Aon Australia has moved to streamline its platform approach, announcing BT Financial Group’s Wrap service and Asgard's eWRAP and adviserNET products as the new core platf...

AMP director of advice-based distribution Steve Helmich will stand down as Financial Planning Association chairman, making way for chair-elect Kathryn Greiner - the first...

The desktop of the financial planner has become a crowded place as portfolio modelling, client management and planning and compliance tools each stake their claim for a p...

Referrals used to be managed on an ad hoc, manual basis by planners. Now one technology company is automating the process. John Wilkinson investigates....

Advisers are looking for simple software, but their needs are often more sophisticated, writes John Wilkinson....

The perfect financial planning software will do just about everything, except make the coffee. But even with rapid development we’re not quite there yet, as Freya Purnell...

Faster, higher, stronger could easily be the motto of the Bridges group, as it strives to continually add more value for its planners and clients. Freya Purnell reports....

Brand new dealer group Meritum is still coming to grips with independence. John Wilkinson reports....

There are thousands of opportunities waiting for those planners prepared to venture beyond their own backyard, writes David Thomas....

Distributors need to choose between wanting extra capital or extra control when deciding whether or not to offer equity stakes to their advisers. Ross Kelly reports....

After some tough times, Morningstar has become a self-sustaining research business with advisory groups opening up the doors to external offerings. Kate Kachor reports....

Treading a familiar path, John Ardino left an institution following a takeover to start an independent group. Ten years later it is still going. John Wilkinson reports....

Aurora is heading into new territory with its focus on the risk and superannuation advice market. Rebecca Evans reports....

While Mercer has been entrenched in the asset consulting scene for many years, it is a relatively new player in the retail research space. Freya Purnell looks at the rise...