PLATFORMS
Funds management
Aligning its banking and wealth distribution channels is one of BT Financial Group’s key strategic growth priorities, according to its chief executive, Brad Cooper....
People & Products
ING Investment Management (INGIM) Australia has appointed Stuart Devlin as its southern region manager. He will be responsible for building the organisation’s prese...
Financial planning
Macquarie Practice Consulting targets larger groups for expansion of service offering....
Financial planning
Book sales have increased dramatically over the last financial year as advisers change their business models in response to reform as well as disenchantment with dealer g...
Financial planning
Colonial First State’s (CFS’s) wrap platform, FirstWrap, has reached its $1 billion in funds under advice milestone - one year after it was launched....
Financial planning
Despite the uncertainty created by worldwide regulation and the European sovereign debt crisis, the long-term future for financial stocks is bright, writes Sotiris Boutsi...
Funds management
Despite evidence showing Australian advisers are not picking up on exchange-traded funds (ETFs), Tria Investment Partner's Andrew Baker takes an optimistic view....
Financial planning
Praemium struggles to get into positive territory despite growth in funds on its platforms....
Editorial
Robert Keavney discusses platform commissions, proposals to merge the Financial Planning Association and the Association of Financial Advisers, intra fund advice, and pro...
Financial planning
Almost three in five financial advisers are limited in their choice of platforms, and of those advisers, 40 per cent would like access to other platforms in the market....
Editorial
Plan B has confirmed its profit position and moved to fully acquire Strategic Financial Management....
Financial planning
BT Financial Group is the leader in funds under management (FUM) in the total masterfund market, beating National Australia/MLC and Commonwealth/Colonial groups, accordin...
Financial planning
Australia's biggest fund managers have recorded inflow declines in the March quarter that reflect and in some cases exceed those experienced at the height of investor des...
People & Products
Solaris Investment Management is planning for growth in the Queensland retail advisory market with the appointment of a dedicated state manager....
Financial planning
DKN Financial Group has reinforced that it is not concerned about the possible removal of volume rebates between platforms and dealer groups, signing a new five-year cont...
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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...