FUND MANAGERS
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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....
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
So, you’re a small practice wanting to look after your own back-office? Here are some tips to help you take total office control....
Financial planning
The time for a financial planning reality TV show is long overdue, says Nick Bruining....
Financial planning
Managing director of financial planning firm NC Bruining & Associates, Nick Bruining, says that while keeping back-office duties in-house means getting your hands dirty, ...
Financial planning
The Australian Council of Trade Unions (ACTU) has made a pitch to fund managers and asset consultants that it still regards superannuation as an integral part of its appr...
Financial planning
The former head of the Australian Stock Exchange (ASX) Fund Connect project has joined its rival Ausmaq as a consultant in what the group says is a bid “to push it the la...
Financial planning
The Norwich Union owned Navigator platform is set to incorporate straight through processing (STP) throughout its operations, to the benefit of the 3,500 financial advise...
Financial planning
Financial planning software provider Syscorp has signed an alliance with Computer Science Corporation (CSC) for the latter to act as a distribution channel for Syscorp’s ...
Financial planning
Master funds and wrap account platforms have changed the landscape of the financial services industry. However, says Dominic McCormick, one issue that doesn’t get enough ...
Financial planning
Nearly 60 Australian fund managers have been set a July 18 deadline by the New Zealand Securities Commission to investigate possible breaches of regulations in filing do...
Financial planning
OFM Investment Group is conducting due diligence on a new administration outsource provider after mutually agreeing to part with incumbent provider, State Trustees, follo...
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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...