PLATFORMS

Financial planning

Wraps, platforms and master trusts together experienced net inflows of $14.5 billion in the 2010 calendar year to $427.7 billion....

Financial planning

Praemium has entered an agreement with Tasmanian financial group MyState Financial and platform provider Powerwrap to launch a MyState badged version of the Powerwrap pla...

Financial planning

IOOF turns in strong result and positions for growth....

Financial planning

Consolidation is the big news in the financial planning platform industry. Janine Mace looks into how this is affecting the sector....

Financial planning

As the financial planning platform industry enters a new year that will see big changes, Janine Mace discovers it may not all be plain sailing....

Financial planning

As the financial services industry prepares for a major legislative change, experts claim that platforms remain at the heart of the financial advice industry. ...

Financial planning

New generation platform providers have criticised the ‘preferential programs’ initiated by their peers, claiming they have the potential to bias the advice gi...

People & Products

Zurich Investments has announced a key management appointment, recruiting Tim Meggitt as head of key accounts....

Financial planning

Platforms are taking a bigger slice of the investment value chain than they deserve, according to the head of asset management at Equity Trustees, Shaun Manuell....

Life/Risk

Introducing an additional insurer – Asteron – on its FirstChoice platform may make Colonial First State a leader, but it appears to be short of followers at p...

Editorial

Westpac has posted a strong profit increase assisted by BT, the St George merger and mortgage gains....

Funds management

Count Financial and Professional Investment Services are adapting to the new world order....

Life/Risk

Colonial First State (CFS) has paved the way for open architecture for insurance on platforms by allowing clients to purchase Asteron insurance through FirstWrap....

Financial planning

Count Financial may soon have an all new back-office; with investment research, platform, and advice software contracts all currently under review at the big listed deale...

People & Products

Craig Lawrenson has been named the new head of Asgard....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 4 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 6 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

2 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 6 days ago
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