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FUND MANAGERS
Financial planning
Inflows into master trusts and wraps have grown at a rapid rate but what happens to the funds once they are in the door. Jason Spits looks at where they go, who makes the...
Financial planning
It was five years ago that the Top 100 Dealer Groups research first hit the financial services industry, tracking the changes of a growth industry. Jason Spits looks at t...
Financial planning
As Nick Bruining’s career on the Financial Planning Association (FPA) board draws to a close, he reveals its deepest, darkest secrets…...
Financial planning
With more and more platforms flooding the market, it seems our Top 100 Dealer Groups just can’t make up their minds about which one they prefer....
Financial planning
For the first time in five years, fund manager and bank owned dealer groups have dropped the number of planners and dealer groups they hold, according to this year’s Mon...
Financial planning
Paul Resnik believes it is all too easy for planners to focus on investment choice rather than investment outcomes....
Editorial
Conventional portfolios have largely failed retail investors and financial planners need to reconsider incorporating a fuller range of appropriate investments, according ...
Financial planning
Hub provider InvestmentLink will now offer consolidated data for 13 platforms and fund managers via its e-Portfolio Transaction Service after the addition of the recently...
Financial planning
If the National Australia Bank is ultimately successful in nabbing AMP, it will unbalance the pillars of power says, Graham Rich....
Financial planning
The Macquarie Group has stamped its name on this year’s Assirt service level awards, taking out top place in both the funds management and platform categories after comin...
Financial planning
The financial services industry has an ‘on the take’ attitude that needs to change, says Rob Keavney....
Rate the raters
Life insurance houses have not damned the industry researchers but then again, as Jason Spits reports, they are not entirely pleased with what is available....
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...
Editorial
Some advisers have successfully recommended direct equities. But Rob Keavney argues that for most, the difficulties involved will swamp the perceived benefits....
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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...