PLATFORMS
Financial planning
Tower Australia Group has raised about $96 million, despite the prevailing analyst sentiment that it was not a good time to engage in a capital raising....
Financial planning
Synchron’s John Prossor claims planner growth is based on the limitations imposed by others....
Financial planning
Portfolio administration company Praemium is perfectly placed to take advantage of an impending shift towards a fee-for-service remuneration model in the UK, and plans to...
Financial planning
AMP wins minor strategic victory in its bid to gain control of AXA AP but NAB remains in the hunt....
Editorial
Many financial planners today face having to adopt a fee-for-service model. Much more is being written on the need for this than on how to implement it in practice. Rober...
People & Products
Mercer appoints two former van Eyk employees, Brian Long and Luke Fitzgerald, to senior roles....
Financial planning
New platform deals to combat a potential removal of volume rebates will simply create a less transparent environment for investors....
Financial planning
Financial Index Australia has nabbed Canberra-based firm Civic Financial Planning from Securitor....
Financial planning
Select Asset Management’s Alternatives Portfolio has been added to AXA’s North platform as well as Colonial First State’s FirstWrap....
Financial planning
IOOF's Pursuit platform has broken the dominance enjoyed by Colonial First State in the Wealth Insights Platform Service Level Survey....
Financial planning
Tower mounts $96 million capital raising on the back of solid first half result....
People & Products
Colonial First State has appointed Scott Durbin as its new head of platform sales, replacing Aubrey Roga, who left the firm to join MLC in a key insurance role in Februar...
Funds management
Wealthy and Wise Lifestyle Planning will be opening a chain of retail shopfronts that will serve as one-stop-shops for both financial advice and real estate services....
People & Products
Aviva Investors has announced a number of senior appointments to its business development team....
Financial planning
BT Financial Group is consulting with the Government and regulators in an effort to convince legislators that investment platforms are service, not product, providers, an...
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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...