platforms

Financial planning

Bucking the aggregation trend, eleven former Pembroke and Godfrey Pembroke financial planners have established their own planning business following their growing disillu...

Financial planning

Success takes away industry initiative

The financial services industry remains inefficient because its success means it does not have to improve. However Tom Collins argues this will spur on the next wave of c...

Financial planning

MLC to align investment platforms

MLC plans to bring together its two investment platforms, MasterKey and Flexiplan, in a bid to enhance the product offering of both product in the areas of client service...

Financial planning

Who wins with pre-packaged investment advice?

There is no doubt a major trend in the industry over the past five years has been for the majority of retail investment to go through administration platforms such as wra...

Financial planning

Inflows neglect wrap and master trusts

Inflows into retail financial services products do not accurately reflect the current state of the market since they do not track funds entering master trusts and wraps a...

Financial planning

Spiers and Walker depart ING in changing of the guard

The previous chief executive of RetireInvest Mark Spiers and the current head of Partnership Planing Mike Walker have both departed ING shortly before Christmas....

Financial planning

CARM seeks cash for expansion

Recently launched financial planning business management group Customer Acquisition and Retention Management (CARM) will launch its own funds management and financial pla...

Financial planning

Grosvenor offers advisers equity

Dealer group Grosvenor Securities has announced an equity offer plan to the group’s 45 proper authority holders, in a move to grow the Grosvenor business....

Financial planning

PIS rolls out master trust with promise not to poach funds

Professional Investment Services (PIS) will launch its own master trust but denies it will cannibalise funds from other products on the dealer group’s approved list....

Financial planning

Advisers move away from reward mentality

For my last article, I normally summarise my previous articles for the year. However this time I want to only do that in part. That’s because this year was the last year ...

Financial planning

Fiducian goes live with in-house admin

Financial services group Fiducian has gone live with its own internally developed administration system in what the group is calling one of the most significant achieveme...

Financial planning

Distribution channels hold key for planners going solo

Over the past five years, the acquisition by banks and insurance companies of independent financial planning groups has become common market activity. These acquisitions ...

Financial planning

Interest in fees may reveal some embarrassing truths

Growing interest in investing has also called attention to some less than professional practices. Tom Collins argues that in the public’s eye planner renumeration may fal...

Financial planning

Investors Mutual expands fund offerings

Boutique funds management group Investors Mutual will launch two new funds before the end of the year as part of an expansion plan according to managing director Anton Ta...

Financial planning

Industry held back by silo mindset

I set off on my recent trip to the UK smug in the belief that I’d be able to teach the Poms a thing or two, as our industry, as we keep telling each other, is so far ahe...